- 1
open the transactions tab
the full ledger is here.
- 2
type in the search box
matches across description, category, and memo. fuzzy on typos.
- 3
filter by direction and date
narrow to money in or money out, and pick a date range to focus.
- 4
check the source column
the source column tells you where each entry came from — manual, sassafras receipt, pawpaw payment, bluejay payout, pecan run, katydid recurring. helpful when an entry looks unfamiliar.
tipif you see two entries that look identical with different sources, you might have a double-entry. sycamore's source field exists exactly for spotting these.
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