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Search and filter documents

How-to guide Search basic
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The sidebar on the left holds every filter. If it is hidden, press F9. All filters combine: a document is shown only when it passes every one.

  • Search in all fields (Ctrl+F): any part of any field or its description, for example a sender's name.
  • Search in Concept field (Ctrl+Shift+F): only the Concept.

Filter by date

The date filter shows recent periods first: This month, Since past month, Since last 3 months and so on up to Since ten years ago, then Future and All documents. Pick All documents to see everything.

Filter by field

Pick a value in the Country, Group, Sent by, Purpose or Sent to filter. Each one lists only the values the documents on screen use, so the lists shrink as you narrow.

Below them, Only with notes keeps the documents that have notes. Enabled plugins add their own filters after a separator, for example income or expense or periodicity.

See and remove active filters

Each active filter shows as a tag above the documents. Click a tag to remove that filter. To remove them all, press Clear all filters in the header bar, or Esc while the document list has focus.

The number under the sidebar is how many documents are shown.