Transaction Filter

Overview

Principal Plan allows you to filter by eight criteria:

• Date - Filter by Date.
• Code - Filter by Code.
• Payable - Filter by Payable To.
• Type or Envelope - Filter by Multiples, Transfers or select a Single Envelope.
• Amount - Filter by a Specific Amount or by an Amount Range
• Cleared State - Filter by Cleared, Not Cleared or Pending.
• Memo - Filter by Memo Text.
• Import/Syncronization - Filter by Import State.

All filter text fields have the ability to be Case Sensitive, Exact Match and Regular Expression. For an introduction to Regular Expression see the Wikipedia Article

Date

Filter by Date fields must be in the format of MM/DD/YYYY, MM/DD/YY, or MM/DD

Amount

Specific Amount returns both Payments and Deposits for the specified amount, regardless of sign. The Amount Range must have the lower amount first followed by the greater amount.

Import Sync

Freshly Imported Returns all transactions imported since you started Principal Plan. Not Freshly Imported excludes said transactions.