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Tali - Search Transactions Report
Tali - Search Transactions Report

See Transaction Details in Tali

Becky Watson avatar
Written by Becky Watson
Updated over a week ago

This report is particularly useful for finding and viewing different types of transactions, for example, transactions which have VAT included or those which you have imported using Transactions > Transactions.

Note: If you select a single account, the Search Transactions report will display the same values and balances as the Accounts Summary report, however here the transfer values are included by default. On the Search Transactions report transfer values are specifically identified as transfers and are not added to the income and expenditure totals.

Use the search criteria

  1. Enter the criteria you want to display the results you want.

  2. Click Search.

Search for transactions on more than one account

  • Use the plus icon  to add - Select Account - fields as required.

Change the display of the transactions

  • Click the hyperlink column name to re-order the display of the transactions. For example:- clicking on Date will order the display by ascending or descending order- clicking on Type will order alphabetically by type

Print transactions list

  • Click Print. A prompt tells you your report is being prepared. Once it has been prepared it is displayed as a PDF and you can then print the PDF file.

Export transactions list

  • Export a list of the transactions to a Comma-separated Values (CSV) file (which is the name given to a file which stores values that can be read by computer programs), by clicking Export CSV.
    Depending on the computer you are using, the CSV file is:- automatically downloaded to your downloads folder with the name reports.csv- or you are prompted to choose the location and name to save the CSV file and then click Save.

Note: It is your responsibility to handle personal data in accordance with Data Protection laws.

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