How do you get the Memo field displayed for Account transactions to print on split transactions?

Kenneth Goodwin

When I construct a Report for a single category, the only memo field that is printed are those memos associated with non-split transactions which appear in the account transaction display since for my split transactions, the memo field is normally blank since I populated the Memo field in the account transaction display.

For example, if the transaction was split between a single category and sales tax, the printed Report Memo is only the one for the split transaction and not the populated Memo field shown in the account transactions display.

I like to see the memos when I view the account's transactions. In essence there are two different Memo fields with the same name Memo.  One for account transaction display and one for the split transaction display.

For a single category Report, any solution save having to copy all of the memos from the account transaction display to the split transaction display to get Reports to print the populated memo field in the account transaction display when the transaction was split?

Sherlock

Kenneth Goodwin said:

Don't see how that will give me a report limited to just one Category which exists across all of the accounts. Maybe I don't understand what you mean by filtering which to me is requesting the one Category I want to be printed in the Report. The memo line gives me the specifics of a transaction which I've only inserted in the account transaction display or account register as you correctly define it. If I've inserted a memo in the register yet split the transaction leaving the split transaction memo line blank, the report prints the blank split transaction memo line for the requested Category and doesn't print the register's memo line, the location where I normally describe the transaction.  Problem as I see it is that the two different/separate memo entries have the same descriptive - Memo. I would name one Memo and the split transaction memo line as MemoSplit so that I could extract the register's memo line in a Report for a split transaction.  I understand why the Report generation does this but for me the register is the primary data source and not the split transaction. I would have to execute two clicks in order to see the memo I've entered for the split transaction OR double enter the memo into both the register and the split transaction fields.  I guess we all want our specific level of customization.  I've just gone into my 11 years of data and copied/pasted the memo data into those split transactions so I can see the memo when I look at the register and now have the Report print the memo line as pasted into the split transaction memo field.  Regardless, thanks for the response.  I was wondering where the Print Split transactions capability was located.

As you noted, using a report we can not view the split transaction's memo.  What I was suggesting you consider is a method that allows us to filter the transactions in a register.  For example, assuming the category name is unique enough, you could open the All Transactions register from the Accounts Bar, enter the category's name in the search text box.  You may further filter the transactions included in the register by account, date, etc..  When we print a register with Print split transactions checked, all the transaction and split entry memo fields of the transactions appear.