HELP - Universal Search
- Where is the Search tool located?
- What types of searches can I perform?
- What kind of search queries does the system allow?
- How do I limit search results to exact matches only?
- How do I search for dates using Search Transactions option?
Where is the Search tool located?
We have developed a built-in universal Search tool to help you easily find information site-wide or limited to transactions data in your InEx account. The Search tool is located in the top menu.
What types of searches can I perform?
The Search functionality enables you to perform searches throughout:
- Pages: the system will search publicly available site's pages for content matching your search query;
- Questions/Answers: the system will search questions asked by users in various categories of the site section "Questions/Answers" for content matching your search query;
- Transactions: the system will search all the transactions in your InEx account matching your search query in any of the following parameters: transaction number, date, resource, category, tag/comment, income amount, expense amount or currency;
- Everything: the system will search through Pages, Questions/Answers and Transactions to find matches for your search query.
Search Transactions type is available only to logged-in users, whilst the remaining search options are easily accessible to any site visitor.
What kind of search queries does the system allow?
You can type in any text or numerical strings. Text strings are not case-sensitive. However there are certain formats you should follow when using numerical queries in Search Transactions option:
- If you search for transaction number (#), type your query as 56;
- If you search for integer income/expense amount, type your query as 56 or 56.0
Note: the system will not recognize strings like 56.00
- If you search for decimal income/expense amount with one digit after the decimal delimiter, type your query as 56.8
Note: the system will not recognize strings like 56.80
- If you search for decimal income/expense amount with two digits after the decimal delimiter, type your query as 56.83
If you follow the above formats (please note that the numbers are only provided as examples), the system will return accurate results for your search query.
How do I limit search results to exact matches only?
If you want to find only exact matches for your text or numerical strings, then you should use double quotation marks around your search query (terms position in the query also counts). For example, you have 2 transactions with the following comments: 1st transaction – money spent on dinner, 2nd transaction – dinner money. Further below are possible search scenarios:
|Search Query||1st Transaction||2nd Transaction|
|money dinner||In search results||In search results|
|dinner money||In search results||In search results|
|spent money dinner||In search results||Not in search results|
|dinner money on||In search results||In search results*|
|"money dinner"||Not in search results||Not in search results|
|"dinner money"||Not in search results||In search results|
|"money spent on"||In search results||Not in search results|
*Stop words (in this case "on") are filtered out
How do I search for dates using Search Transactions option?
If you want to find your transactions by date, you should use the following formats for your search query: YYYY for year, MM for month and DD for date. You are free to use "-", "/" or " " (blank space) as separators.
Note: the system will not recognize "." (dot) as separator between YYYY, MM and DD.
Example: If you run a search query like 2011-05-06 or 2011/05/06 or 2011 05 06 (including all combinations if you change the position of month, day and year, for instance: 06-05-2011, 06-2011-05, 05-2011-06 and so on), the system will retrieve all transactions registered in your account on June 5, 2011 and May 6, 2011.
If you need to find exact matches only, then you should use:
- double quotation marks around your search query and
- the following format for your search query: YYYY-MM-DD
Example: If you want to retrieve all your transactions dated June 5, 2011, then you should type "2011-06-05" in the Search Transactions box.