Text Filters

As well as supporting configuraiton of filtering through a popup menu, there is the ability to filter items by a simple text input. The following outlines the available syntax for different filtering options.

Overview

The following rules are used across all text search types:

• String Splitting : A single text filtering string is split into multiple filters split by a space (i.e. searchA account:searchB would search for searchA and account:searchB). If there is the desire to filter an item that has a space in it, then quotes can be used (i.e. search A" account:"search B would search for search A and account:"search B").
• Prefixes : For each type of filtering ther are different prefixes wchih can be used (outlined below). For example account:search would search the account name for search.
• Exclude : Putting a ! in front of a search inverts the search. So !account:search would search for account names that don't include search
• Default Action : For any search item that doesn't have a prefix, there will be a default action applied. There is also a defaut action for search items that don't have an existing prefix, and start with a !.
• Multiple Of Same Prefix : When there are multiple of the same prefix or action, then the way this is handled depends on the prefix / action.
• Boolean Prefix : Some filters are a boolean (yes / no) filter. For these items the filter prefix and exclude filter prefix are used (i.e. cash: and !cash:), rather than writing true or false (i.e. cash:true and cash:false). Any text written after the colon is ignored (i.e. cash:false and cash:cash is the same as cash:)
• Case Sensitivity : All text filters are case insensitive.
• Filter Wildcards : Wildcards can be used in string filters that align with the underlying database (postgres). The following wildcards are supported:
  • % : Any number of characters (including none)
  • _ : Any single character
• Range Filters : For filters which are filtering within a range (i.e. max: and min:), the ! vresion of this doesn't make sense. So the ! version of htese filters will function that same with or without the ! (i.e. !max:100 and max:100 will both filter for items with a maximum of 100).

Journals

Prefix	Default	Format / Options	Search Function	Duplicates
description:	Y	string	Journal Description	or'ed together
max:		number	Maximum journal amount	Minimum is used.
min:		number	Minimum journal amount	Maximum is used.
linked:		boolean	Journal is "linked"	Last is used
reconciled:		boolean	Journal is reconciled	Last is used
checked:		boolean	Journal has had data checked	Last is used
complete:		boolean	Journal is complete	Last is used
transfer:		boolean	Journal is part of a transfer	Last is used
note:		boolean	The transaction has at least one note linked to it.	Last is used
reminder:		boolean	The transaction has at least one note that is a reminder linked to it.	Last is used
file:		boolean	The transaction has at least one file linked to it.	Last is used
before:		YYYY-MM-DD or YY-M-DD	Journal date is before date	earliest is used
after:		YYYY-MM-DD or YY-M-DD	Journal date is after date	latest is used
month:		YYYY-MM or YY-M	Journal date is in chosen month	or'ed together
payee:		string	At least one of the linked journal entries in the same transaction has a payee title.	or'ed together

Linked Items

For linked items (account, bill, budget, category, tag, label), using the text before the search term for that item will search the related item. For example accounttype:asset will return all journals with an account that is an asset account. The inversion of this is also possible, so !accounttype:asset will return all journals with an account that is not an asset account.

The linked item title without another filter will use the default search for that item. For example account:search is the same as accountdescription:search, and !account:search is the same as !accountdescription:search.

Because of the way the filtering works, it is possible to have some unusual filters such as !account!type:asset which will return journals that don't have an account that isn't an asset. Also !accounttype:asset and account!type:asset will return the same results.

Shorthand Filters

For simpler searches fpr common linked items searches there are shorthands as shown below:

• cash: -> accountcash:
• !cash: -> account!cash:
• type: -> accounttype:
• !type: -> account!type:
• networth: -> accountnetworth:
• !networth: -> account!networth:
• nw: -> accountnetworth:
• !nw: -> account!networth:

Accounts

Accounts have the following search options, as well as the summary items

Prefix	Default	Format / Options	Search Function	Duplicates
id:	Y	string	Item ID	or'ed together
title:	Y	string	Account Name	or'ed together
titlecombined:	Y	string	Account Name and Group Combined	or'ed together
group:		string	Account Group Title search (combination of Group 1 / Group 2 / Group 3)	or'ed together
group1:		string	Account Group 1 Title search	or'ed together
group2:		string	Account Group 2 Title search	or'ed together
group3:		string	Account Group 3 Title search	or'ed together
type:		asset liability income or expense (Can be combined with , or |)	Account Type search	or'ed together
cash:		boolean	Account is a cash account	Last is used
networth:		boolean	Account is a net worth account	Last is used
startafter:		YYYY-MM-DD or YY-M-DD (Can be combined with , or |)	Account Start Date is after date	Last is used
startbefore:		YYYY-MM-DD or YY-M-DD (Can be combined with , or |)	Account Start Date is before date	Last is used
endafter:		YYYY-MM-DD or YY-M-DD (Can be combined with , or |)	Account End Date is after date	Last is used
endbefore:		YYYY-MM-DD or YY-M-DD (Can be combined with , or |)	Account End Date is before date	Last is used
status:		active / disabled	Account status matches term	or'ed together
active:		boolean	Account is active	Last is used
disabled:		boolean	Account is disabled	Last is used
allowUpdate:		boolean	Account allows update	Last is used
importId:		string	Import ID matches value	or'ed together
importDetailId:		string	Import Detail ID matches value	or'ed together
note:		boolean	Has at least one note linked to it.	Last is used
reminder:		boolean	Has at least one note that is a reminder linked to it.	Last is used
file:		boolean	Has at least one file linked to it.	Last is used

Bills, Budgets, Labels

Bills, Budgets and Labels have the following search options, as well as the summary items

Prefix	Default	Format / Options	Search Function	Duplicates
id:	Y	string	Item ID	or'ed together
title:	Y	string	Combined Title	or'ed together
status:		active / disabled	Account status matches term	or'ed together
active:		boolean	Account is active	Last is used
disabled:		boolean	Account is disabled	Last is used
allowUpdate:		boolean	Account allows update	Last is used
importId:		string	Import ID matches value	or'ed together
importDetailId:		string	Import Detail ID matches value	or'ed together
note:		boolean	Has at least one note linked to it.	Last is used
reminder:		boolean	Has at least one note that is a reminder linked to it.	Last is used
file:		boolean	Has at least one file linked to it.	Last is used

Categories, Tags

Categories and Tags have the following search options, as well as the summary items

Prefix	Default	Format / Options	Search Function	Duplicates
id:	Y	string	Item ID	or'ed together
title:	Y	string	Combined Title	or'ed together
group:		string	Group Title	or'ed together
single:		string	Single Title	or'ed together
status:		active / disabled	Account status matches term	or'ed together
active:		boolean	Account is active	Last is used
disabled:		boolean	Account is disabled	Last is used
allowUpdate:		boolean	Account allows update	Last is used
importId:		string	Import ID matches value	or'ed together
importDetailId:		string	Import Detail ID matches value	or'ed together
note:		boolean	Has at least one note linked to it.	Last is used
reminder:		boolean	Has at least one note that is a reminder linked to it.	Last is used
file:		boolean	Has at least one file linked to it.	Last is used

Summary Filters

The following are available on the linked item lists (i.e. account, bill etc...), and can only be used in the item specific filtering as these don't work as nested filtering for journal filtering.

These filters filter the list based on aggregate data (sum, count, max date, min date) from journals associated with the linked item.

Prefix	Default	Format / Options	Search Function	Duplicates
min:		number	Sum of journal entries minimum value	max
max:		number	Sum of journal entries maximum value	min
mincount:		number	Minimum count of journal entries	max
maxcount:		number	Maximum count of journal entries	min
minlast:		YYYY-MM-DD or YY-M-DD	Minimum last journal entry date	min
maxlast:		YYYY-MM-DD or YY-M-DD	Maximum last journal entry date	max
minfirst:		YYYY-MM-DD or YY-M-DD	Minimum first journal entry date	min
maxfirst:		YYYY-MM-DD or YY-M-DD	Maximum first journal entry date	max