A wealth of information using search

Having personal finance software to help you manage your money is one thing, but being able to drill right into your spending history opens the door to so much more.

Today we’re releasing Detailed Search for Xero Personal. This gives you the added flexibility of finding what you need, whether its how much you spent on holiday, getting ready for tax time, or simply comparing monthly or annual spending. You can also access information right back to when you started accumulating data.

Watch this video for an overview:

You can search using a vast array of  criteria and combinations, such as by bank account, transaction amount, splits, archives, multiple date periods and a whole lot more. Search criteria can be saved for reuse at anytime.

Once you have your search results you can quickly categorise, label and archive them all at once, using as many labels as you need to help find them individually. And if you need to get reimbursed and want to send someone a record of your spending, it’s easy to export your results to Excel or Google docs. This is also useful for sharing tax data with your accountant.

Have a look at  Help Centre for more detail and ask questions or see what others are saying at Xero Answers.

Leave a Reply

Your email address will not be published. Required fields are marked *

End your year-end inventory hassles with Xero Inventory

Xero Inventory puts an end to painful year-end inventory journals. It’s easy to set up and it’s already included in your clients’ pricing plans. Best of all, you can improve your accounting advice and watch your clients take control of their inventory. Xero Inventory gives you certainty As an accountant, you’ll know all about the pain ...

(Apple) Watch out

Today we are proud to announce our smallest release ever. With Xero for Apple Watch, time really is money! Small business owners can now view information about the finances of their business with a flick of the wrist: We took the bank feeds notification we released earlier this year and augmented it with a long-look ...