How can I search transactions from 2018?

How can I search transactions from last year? I don't see an option to do that.

Answer

To find old transactions:

1. From your Dashboard, c;ick on "Bank Accounts" and select the relevant one if you have more than 1 account, or in the left hand Menu, click "Banking"

2. On the Babking an dtransactions page, click "Reviewed"

this will open historic transactions added to your ledgers.

3. in the left hand area above the table, click on the "Funnel" icon which will open "Filters"

4. Select the date period you want by typing it in or clicking on the calendar icon on the right hand sid of the floating pop up.

5. Click Apply and your filtered records should display.

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