Page Contents

Table of Contents

How do I open the bank statement search?
How do I search the Reference field?
How do I search the Notes field?
How do I filter by date, amount, type and origin?
How do I find similar transactions?
Troubleshooting
Related topics

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Search tips - Bank statement

You can search all your stored bank entries from the bank statement page. Open the search panel to find entries by reference, notes, type, date, amount or origin.

How do I open the bank statement search?

Click Banking in the top menu, then All bank accounts.
Click View on the bank account’s row.
Click Search to open the search panel. Click it again to close the panel.

The panel has these fields: Reference, Notes, Type, Date, Amount Range and Origin. Fill in one or more, then click Submit Search. The results appear under the toolbar, with a NET Value line showing the total of the results and the number of items. Click Reset View to clear the search and show all entries again.

How do I search the Reference field?

Click in the Reference box and start typing. Four match options appear under the box.
Tick the option you want. Contains word(s) is ticked by default.
Click Submit Search.

Capital or lower-case letters make no difference. If nothing matches, the page shows NO TRANSACTIONS FOUND.

Contains word(s)

This option matches whole words in the reference. If you enter more than one word, it returns references that contain any of them.

Example: SAMPLE SUPPLIES returns references that contain the word SAMPLE or the word SUPPLIES, such as SAMPLE SUPPLIES LTD and Payment from Greenfield Supplies.

Put the words in “double quotes” to return only references that contain those exact words, in that order.

Example: “GREENFIELD LANDSCAPING” returns references that contain the words GREENFIELD LANDSCAPING together. “SUPPLIES SAMPLE” does not return SAMPLE SUPPLIES LTD, because the words are in a different order.

Use the operators AND, OR and NOT, written in capital letters, to narrow the search:

GREENFIELD AND LANDSCAPING returns references that contain both words.
OFFICE OR WEBHOST returns references that contain either word.
GREENFIELD NOT LANDSCAPING returns references that contain GREENFIELD but not LANDSCAPING.

Operators written in lower case are searched for as ordinary words.

Part of a word does not match in this mode. For example, SAMP does not return SAMPLE SUPPLIES LTD. Use one of the next three options for partial matches.

Word starts with

This option returns references that contain a word beginning with the text you enter. If you enter more than one piece of text, it returns references that match any of them.

Example: ABC returns ABC DESIGN LTD and ABC123 LTD SOFTWARE.

Word ends with

This option returns references that contain a word ending with the text you enter.

Example: To find a reference that contains the number 00123456, enter 123456.

Tip: In Contains word(s), enter a number in full, including any leading zeros. Entering 123456 does not return a reference that contains 00123456. Use Word ends with to search on the last digits.

Contains text

This option returns references that contain your text inside a word. It does not match a whole word, or the start or end of a word.

Example: ndscap returns GREENFIELD LANDSCAPING. LANDSCAPING and LAND return nothing in this mode.

How do I search the Notes field?

Enter words in the Notes box to search the notes on your bank entries. An entry is returned only if its notes contain all the words you enter, in any order. Capital or lower-case letters make no difference.

Example: nominal codes returns the entries whose notes contain both words.

Notes has its own four match options, which appear when you start typing: Contains word, Starts with, Ends with and Contains text.

Important: AND, OR and NOT do not work in Notes, and double quotes around several words do not find an exact phrase there. Enter just the words you want to find.

How do I filter by date, amount, type and origin?

Date: type the dates as dd/mm/yyyy, for example 15/10/2026. From and To both include the date you enter, and you can fill in just one of them.
[preset range]: click it to choose a period instead of typing dates. The pop-up has the tabs Accounting Years, Months, Quarters, Calendar Years and Custom. The accounting periods listed are set by your year-end date, and All accounting periods fills in the From and To dates.
Amount Range: enter an amount in From, To or both. QuickFile compares the size of the amount, so money in and money out are both included. For example, 100 to 120 returns an entry for 100.00 money out and an entry for 120.00 money in.
Type: choose Money in and out (the default), Money out only or Money in only.
Origin: choose All (the default), Manual or Feed/import. Click [?] beside Origin to read what the filter does.

The fields work together: an entry is returned only if it matches every field you fill in.

How do I find similar transactions?

Find the bank entry on the statement and click the grey magnifying glass icon on its row.
Read the box that opens under the row. A green box shows matching tagged transactions and a red box shows matching untagged transactions, for example 1 matching tagged transaction was found.
Click the green box to list only the matching tagged transactions.
Click Reset View to show all entries again.

Troubleshooting

My search finds nothing

Contains word(s) matches whole words only, so part of a word returns nothing. Use Word starts with, Word ends with or Contains text instead. A * after part of a word is not a wildcard, so SAMP* does not find SAMPLE SUPPLIES LTD.

AND, OR or NOT is not working

Write the operator in capital letters, and use it in the Reference box. In lower case it is searched for as an ordinary word, and it does not work in Notes.

I can’t find a reference that contains a number

In Contains word(s), enter the whole number including any leading zeros. To search on the last digits, use Word ends with.

My Notes search finds nothing

Every word you enter must be in the notes. Try fewer words.