How do I search across all of my transactions to find a specific one?

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Q: How do I search across all of my transactions to find a specific one?

  Financials

We make it easy for you to search across your Income & Expense Ledger. Once in the Ledger, you have the option of finding transactions by date, category, or via "Quick Find". Quick Find is searches across all transactions for a specific keyword. Your accountant or CPA can filter on the "Follow-up" category to review the transactions you have flagged.

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