can new quicken do same as 2003 itemized category fuction

Jeffrey weintraub

HI I am an attorney and have been using Q 2003 for years because it has an easy function that allows me to produce reports for each client of mine in my client trust account register (extremely important): The way I use the 2003 is go to reports- itemized category report - enter category (client bank account) - enter class (client's name) and you get your client report. I tried the new quicken a few years ago and was surprised that it no longer had that function - hence still using 2003. Any ideas if there is easy software (not quickbooks please) that will allow me to use the check register also to create reports?

UKR

What used to be called Classes in old Quicken versions has been called Tag in newer ones.

In the most recent version, Deluxe or higher edition level, not Starter Edition, you should still be able to generate this report. There are additional reports by Tag.
If you are using the latest Home, Business & Rental Properties edition, you can also generate reports specific to Customer names and the invoices, payments, etc. in your data file.

UKR

What used to be called Classes in old Quicken versions has been called Tag in newer ones.

In the most recent version, Deluxe or higher edition level, not Starter Edition, you should still be able to generate this report. There are additional reports by Tag.
If you are using the latest Home, Business & Rental Properties edition, you can also generate reports specific to Customer names and the invoices, payments, etc. in your data file.

Jeffrey weintraub

OK thank you will try this.