Find & Replace: Groups

Movie Magic Budgeting can find Detail lines in your budget based on an applied Groups.

Find by Group

• Open the Find tool
• Select Group as the Find type
• Type all or part of the Group Name you want to search for
  • Enter more than one Group by separating names with commas. Results include only lines that carry all of the Groups you entered, in any order.
  • Check Exact match to limit results to lines where those are the only Groups applied.

The Results table below will display any lines that match your search term.

The Account number where the matching detail line can be found is listed first, and may display multiple line results for each account.

The name you searched for will be highlighted in red. The most relevant matches will be listed first. You may match more than one Group if they have similar names.

Click the Go To arrow button for a result to jump to that account.

When you enter more than one Group, results include only the lines that carry every Group you named. The Groups column lists all Groups on each matching line, and the Add and Replace buttons act on your selection.

Many Results

Only the first 200 matches will be shown by default. If you want to see all results (or select them for replacement) click LOAD ALL in the bottom of the Results table.

Replacing Groups

To replace the Groups found in results:

• Click to select one or more of the results using the checkbox at left
  • You can select all matching results in a specific account by clicking the checkbox for the account number
  • You can select all results by checking the checkbox at the top of the table
  • The number of selected results will be reported at the bottom of the Results table
• Enter the Group Name you want to replace the results with in the Replace with field
  • Matching Groups will be suggested by the system
  • You must select an existing Group to continue
• Click Replace

The Group you searched for will be removed from the selected lines, and the Group you selected to Replace with will be added to those lines. Any other Groups applied to those lines will not be affected. Click Undo in the main budget window to undo a replace action.

Adding Groups

Use Add instead of Replace when you want to apply a Group on top of what is already there rather than swap one out.

• Select one or more results
• Enter the Group you want to apply in the Replace with field
• Click Add

The selected Group is applied to the matched lines in addition to their existing Groups. Lines that already carry that Group are skipped, so no duplicate is created. Click Undo in the main budget window to undo an add action.

Removing Groups

• Select results as you would for replacing them
• Click the TRASHCAN button

The searched for Group will be unapplied from the selected lines. Click Undo in the main budget window to undo a remove action.