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Customizing reports by Payee

Noel COBB
Noel COBB Member
edited April 2019 in Reports (Windows)
I have a very cluttered Payee List being displayed in the Payee Tab of the Customised Reports section of my Quicken Accounts Home & Business 2015.

I have read the comments made by Keith HOWARD - Member June 2013 and the advice given by Howard ROARK - Member June 2013 and have tried the recommended fix.

My problem still exists.

HELP !!!!

Best Answer

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited April 2019
    Quicken, not Reckon, right?

    Could you post links to the discussions by Keith Howard and Howard Roark on this issue please? I can't find them.

    I don't have Q 2015, but the Q 2019 Help says,

    When you create one of the reports grouped by payee, Quicken displays a Choose Payee button that you can click to select different payees to display in the report. Clicking this button opens the Payee tab of the Customize dialog which, by default, displays the payees used in the transactions for the last three years. If the payee you want isn't in the list, at the top of the Customize dialog, in the Date range field, select a date range that covers more than three years. Then try searching the list in the Payee tab again.

    Thus the payee list defaults to all the payees for the past 3 years. You can search the list by typing the beginning few letters of the payee you are looking for in the box above the list. You can repeat this process to find and select multiple payees. You can also do a "Contains" search for payees in the "Matching" section at the right.

    QWin Premier subscription
  • Hi Jim

    Thanks for your response.

    I am happy selecting individual payees when preparing a Transaction Report. Unfortunately this selection task is arduous because the Payee tab throws up all current Memorised Transaction payees as well as those superseded and deleted. This is both arduous and potentially confusing.

    I have this afternoon re-loaded my yes Quicken (Reckon) Accounts Home & Business 2015. Sadly this has not changed the outcome.

    Is it possible I have missed a Service Pack which might have addressed this issue ?


    I am a little challenged with computer software. I grew up before the electronic calculator was invented let alone computers. However I challenge myself to persist and prevail, and prevail I will.


    Help ! 
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