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Do I understand correctly that you want to include transactions from two accounts, but only those two accounts? Here's a way to accomplish that:Thank you for your reply. That's how far I have been able to get. My range of dates is from Nov. 27, 2016 to today and the report generated will only show me the 2017 transactions (which is the banking account selected on the sidebar) I didn't know how to include the 2016 account as well?
That is an approach but why does Quicken of Mac not include the Memo filtering option in its report writing functionality?Thank you for your reply. That's how far I have been able to get. My range of dates is from Nov. 27, 2016 to today and the report generated will only show me the 2017 transactions (which is the banking account selected on the sidebar) I didn't know how to include the 2016 account as well?
David, we're all just fellow Quicken users here, and in 99.8% of the cases, we have no insight into the rationale of the developers. For instance, some of the Quicken Mac reports that can export to Excel inexplicably omit the Memo/Notes field entirely; it seems like a simple bug to fix, but it hasn't been addressed. Why? We don't know.Thank you for your reply. That's how far I have been able to get. My range of dates is from Nov. 27, 2016 to today and the report generated will only show me the 2017 transactions (which is the banking account selected on the sidebar) I didn't know how to include the 2016 account as well?
Two thoughts....I agree that this is frustrating. In older versions of quicken we could run a report and specify a keyword in the memo/notes section. For instance, we have a Dining Out category, but I like to type my husbands name in the memo/notes section for meals he eats at work, so I can run a quick report and see our total dining out expenses, as well as his total separately if I wish. Same for household expenses specified to a person in our family. Quicken, can you make this happen please? Going back through all my entries and attaching tags will be extremely inconvenient.
Kiira, what version of Quicken Mac do you have?I agree that this is frustrating. In older versions of quicken we could run a report and specify a keyword in the memo/notes section. For instance, we have a Dining Out category, but I like to type my husbands name in the memo/notes section for meals he eats at work, so I can run a quick report and see our total dining out expenses, as well as his total separately if I wish. Same for household expenses specified to a person in our family. Quicken, can you make this happen please? Going back through all my entries and attaching tags will be extremely inconvenient.
Here is an example of the need for creating a report on Memo/Notes. I just completed a trip over a two month period. I used multiple credit card accounts and some cash transactions that I have created in my bank account split transactions under Cash. Because reservations were required prior to actual leaving for the trip, I had to submit a down payment to make and reserve the booking, thus some of the transactions are before and after (late billing) my departure and return dates. I tagged all transactions associated with this trip with a specific name under the Memo/Notes field. I want every tractions listed in a report that has the specific name I added in the Memo/Notes field regardless of account, category, date, payee, etc. This report will tell me how much I spent for this trip. This seems like a reasonable request. I have Quicken Deluxe 2019 Version 5.8.2 running on a Mac Pro System OS X10.11.6. Ed IrvingThank you for your reply. That's how far I have been able to get. My range of dates is from Nov. 27, 2016 to today and the report generated will only show me the 2017 transactions (which is the banking account selected on the sidebar) I didn't know how to include the 2016 account as well?
@Edwin IrvingThank you for your reply. That's how far I have been able to get. My range of dates is from Nov. 27, 2016 to today and the report generated will only show me the 2017 transactions (which is the banking account selected on the sidebar) I didn't know how to include the 2016 account as well?
Per my previous note I am using Quicken 2019. Your suggestion works perfectly except for split transactions. Split transactions only show the total amount and you need to open the split transaction to determine how much is assigned to the specific Memo/Notes. Otherwise this is a great solution. Thank you. PS How do I create a Report from the list of transactions so I can get $ totals?I agree that this is frustrating. In older versions of quicken we could run a report and specify a keyword in the memo/notes section. For instance, we have a Dining Out category, but I like to type my husbands name in the memo/notes section for meals he eats at work, so I can run a quick report and see our total dining out expenses, as well as his total separately if I wish. Same for household expenses specified to a person in our family. Quicken, can you make this happen please? Going back through all my entries and attaching tags will be extremely inconvenient.
Concur - if you are just filtering the transaction register, split transactions can be an issue.I agree that this is frustrating. In older versions of quicken we could run a report and specify a keyword in the memo/notes section. For instance, we have a Dining Out category, but I like to type my husbands name in the memo/notes section for meals he eats at work, so I can run a quick report and see our total dining out expenses, as well as his total separately if I wish. Same for household expenses specified to a person in our family. Quicken, can you make this happen please? Going back through all my entries and attaching tags will be extremely inconvenient.
The solution to getting a report of the Memo/Notes transactions is to select "Spending" instead of "Transactions" once you have created theist of Memo/Notes desired.I agree that this is frustrating. In older versions of quicken we could run a report and specify a keyword in the memo/notes section. For instance, we have a Dining Out category, but I like to type my husbands name in the memo/notes section for meals he eats at work, so I can run a quick report and see our total dining out expenses, as well as his total separately if I wish. Same for household expenses specified to a person in our family. Quicken, can you make this happen please? Going back through all my entries and attaching tags will be extremely inconvenient.
I saw Tags but never had them put in my columns. Will go forward using your suggestion. Interesting they search for Tags and not Memo/Notes. Thank you. EdThank you for your reply. That's how far I have been able to get. My range of dates is from Nov. 27, 2016 to today and the report generated will only show me the 2017 transactions (which is the banking account selected on the sidebar) I didn't know how to include the 2016 account as well?
I concur that tags would be the better approach to achieve what you want. That said, it does not take away from the need to be able to generate reports using memos/notes.Thank you for your reply. That's how far I have been able to get. My range of dates is from Nov. 27, 2016 to today and the report generated will only show me the 2017 transactions (which is the banking account selected on the sidebar) I didn't know how to include the 2016 account as well?
It's too bad that Quicken development introduced the concept of tags when it seems that Notes could have served the same purpose by just adding some reporting capability.I agree that this is frustrating. In older versions of quicken we could run a report and specify a keyword in the memo/notes section. For instance, we have a Dining Out category, but I like to type my husbands name in the memo/notes section for meals he eats at work, so I can run a quick report and see our total dining out expenses, as well as his total separately if I wish. Same for household expenses specified to a person in our family. Quicken, can you make this happen please? Going back through all my entries and attaching tags will be extremely inconvenient.