Searching within a Cash Account

Content also available for tax entities or on our global site.

There a three ways to search within a Sharesight Cash Account:

  • Search via the column headings - by clicking on a column heading to sort by the column data.

Column Search

  • Search via the transaction description or type - by typing the description name or type in the search field.

Description search

  • Search via the date range:

Select a date range:

1 – Click on the calendar icon.

2 – Select the date range.

Search cash account

Select a custom date range:

1 – Click on the start date.

Start date

2 – Select the date on the calendar.

CALENDAR

3 – Click on the end date.

End date 4 – Select the date on the calendar.

CALENDAR

Last modified on January 11, 2024 UTC

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