Advanced search string
Hi! Very excited to be using Ynab. I've imported years of data from RBC and categorizing it. How can one do an advanced search?
For instance, I'd like to find dozens of recurring transactions in the past with the name Insurance Company XYZ and the exact outflow amount $214. I tried entering this in the search box, but it doesn't deliver what I need: Company XYZ, 214.
(The reason I need the outflow amount is that I need to categorize these are home insurance, but other transactions from the same company as car insurance.)
There's a better answer to your question.
Start from today. Even though you can do what you're doing, it is not helpful or needed in order to use YNAB.
Put your account balances as of today. Make your money plan based on what you need to do starting tomorrow. Enter transactions which are pending today. Then go on entering transactions from today on out.
View the getting started materials and take the getting started webinar; it will help.