Best Of

Hello Kristina,

Sorry for the long delay in responding. I have Italicized your comments;

Thank you for coming to the Community with this question. We do have an article with transaction search tips, which provides some of the rules the search uses, but it is focused on searching amounts and dates:

Yes, I went there first and found nothing relevant.

Is the symbol for the security you're trying to search included in the Payee name or another field in the transaction? When I tested, I observed that searching by symbol was effective only if the symbol was included somewhere in the transaction.

Yes, All searches started out in Payee.

I also observed that when putting in 3 characters or more when searching, the results were transactions that included those exact characters in any column. When searching for a value with less than 3 characters, the results included everything that had either or both of the characters in any column. The only exception to that was when searching $7, it listed exclusively transactions where the amount column started with a 7.

Correct. So, here’s what’s happening; my search for symbol TY produced 225 transactions. I eventually came up with a possible 46 transactions. But… if you look on the left side of the page under the Date header you’ll find a light grey horizontal line with, in my case, Q –T. Under that line is anything with a TY in any column.

The next horizontal separator is A-D. This has another set of hodge-podge listings.

Next came up anything between the letters U – Z.

Next came M – P. Now Payments/Deposits came up with all past entries to TY.

Then I – L with long term gains for TY and Internal Transfers. It picked up one stock with Equity in its name.

What a mess.

Basically, SQ can’t search for AT&T. It will eventually find 2 letter symbols within 5 collapsible headers. It’s hit or miss with 3 letter symbols. Four letter symbols is a slam dunk.

Hope this makes sense. Certainly time consuming putting a response together.