sycamore

find a specific transaction

ledger search by description, category, memo, or amount. filter by direction (money in / money out) and date range.

4 steps~2 min
  1. 1

    open the transactions tab

    the full ledger is here.

  2. 2

    type in the search box

    matches across description, category, and memo. fuzzy on typos.

  3. 3

    filter by direction and date

    narrow to money in or money out, and pick a date range to focus.

  4. 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.

    tip

    if 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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