Transaction filters make importing and editing transactions simple. When importing transactions you can chose to run these transactions through your filters to setup your transactions the way you want. Your filters use constraints based on any combination of account name, payee, type, memo, category, security type, security name, security symbol, CUSIP, or transaction amount and use various matching styles to go through transactions and setup matching transactions to have the selected payee, type, category, memo, amount, security type, security name, security symbol, or CUSIP and/or become a split transaction with the desired values. You can choose to run the selected filter on all accounts using the "Run Filter on Transactions" button on the bottom right. You can also use these filters in any account by using the "Transactions" menu's "Run Filters On Selection" option. Check out the links below to find out more information about transaction filters in SEE Finance.

See also

Creating Transaction Filters
Filtering Transactions
Deleting Transaction Filters
Split Transactions
Splitting a Transaction
Removing Split Transactions
Auto-Categorizing Transactions
List of Payees, Types & Categories Topics
List of Transactions Topics