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 by column

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

Type word to search by

  • Search via the date range:

Select a date range:

1 – Click on the calendar icon.

2 – Select the date range.

Searching via date range

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 range

4 – Select the date on the calendar.

calendar

Last modified on February 20, 2018 UTC