Searching within a Cash Account

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.

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

• Search via the date range:

Select a date range:

1 – Click on the calendar icon.

2 – Select the date range.

Select a custom date range:

1 – Click on the start date.

2 – Select the date on the calendar.

3 – Click on the end date.

4 – Select the date on the calendar.

Last modified on January 11, 2024 UTC