Monechron User Manual
V. Find
When you need to look up a past transaction in Monechron you click on the Find icon. The screen should look like this
Anything you remember about the particular transaction will help you find it more quickly: date, amount, description (payee and other identifiers), and/or category.
- Time Period
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Click on the dropdown list to select the right time period in which the transaction was made.
- Amount
-
Click on the small box and enter the amount of the transaction if you remember it; if not, ignore.
- Description
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Click on the small box and enter the payee's name if you remember it; if not, ignore.
- Category
-
Click on the small box and then on the dropdown list after Expense or Income. Select the category if you remember it.
If you remember only the time period, all the transactions made during that period will display.
If you remember only the amount, all the transactions of that amount will display.
If you remember only the payee, all the payments to that payee will display.
If you remember only the category, all the transactions in that category will display.
For information about the headers on transactions, go to User Manual Accounts---Register. Here in Find, as in the register, you can make changes to a transaction directly.