Need to do a simple compound search or report
I frequently have a need to make a report of all transactions in any of several accounts, possibly also in certain categories, with an amount above (or below ) a certain amount, that contain a particular word or phrase in the memo/notes column. I can do that in a snap in QM 2007. As best I can tell, there is no straightforward way to do that in "new" Quicken (5.12.2). I had to do each account separately, search for the word (at least it didn't happen to be in any field other than memo to spit out spurious "hits") and then sort on amount to narrow down the range. But to look at the contents of split transactions I had to click on each one at a time to see whether what I was looking for was in it. In QM2007 the attached screen allows you to do this all so easily, as those who have used it would remember. It even breaks out individual splits. Is anything like that planned? Bonus question: is there any place here that contains a list of features people have asked for that we can vote on? Or a roadmap of near-term improvements? So far (about a week) in working with "new" Quicken this is as close to a deal-breaker as I've found, although having pie-chart asset allocation reports would be sort of a deal-maker for me, all else being equal.
This discussion has been closed.