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| Transactions View Tab. Functionality is described under the Tab Image. |
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| This Tab is used to view, sort, search Transactions stored in your database. |
Functionality
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- Specify search criteria at the panel right to the grid and Press "Search" . Only criteria with the marked check boxes are taken into account.
For example if you don't mark an account, but mark the stock symbol, the system will search for all the transactions on this
stock across all the available accounts.
- To sort by column data double click on the column header.
- To specify range use "-" separated values, e.g. to search for amount range specify 1000-4000. You can separate thousands by comma, e.g.
entry like "1,000-4000.00" is a valid range entry.
- To search for the exact number use it as a single number of the range, e.g. to search for the exact quantity you can type "350" or amount: "3454.97"
- To search for all the transactions on a specific exchange mark checkbox near "Symbol", but leave the symbol empty and only choose Exchange
you are interested in.
- Use "Export grid to a comma delimited file" to create a file containing grid data. It will prompt you with the file name.
Be careful - If file already exists it will override it without the prompt.
This comma delimited file then can be imported into the Excel.
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