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Include Only Transactions With Memo Contents (Inv Txn Rpt)

Questions on using, creating, or understanding data in Fund Manager reports.

Postby divinest » Sun Mar 11, 2018 7:48 am

Hi Mark, Looking at the documentation for the Investment Transaction report, i see

Include Only Transactions With Memo Contents:
Specify certain memo text to search for. Only transactions that have a memo field containing the specified text will be displayed in the report. The memo search is case insensitive.

Are there ways to include two different memo field (ie - can we use RegEx or things like AND and OR with brackets)? if not is there any workaround to check transactions with more than one set of search key words?

Thanks much!
divinest
 
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Joined: Tue Sep 05, 2017 7:07 pm

Postby Mark » Mon Mar 12, 2018 2:51 pm

Hi divinest,

Sorry, no, there are no advanced features like you're describing. It only works as documented, with simple search terms. We could consider expanding this in the future.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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