Why does "memo" show up for "number" for credit card and cash transactions in spending report ?

Phil Burton

I have yearly spending reports for each major expense category. These reports include checking, credit card, and cash accounts. The reports include the "number" column, which is relevant only for the checking account and should be blank for all credit card and cash accounts. However, for some transactions, the number column has the text "memo." When I go to the actual transaction in the account register, I can't see any way to eliminate this text.

I use some of these reports to justify tax deductions and I don't want to confuse the IRS. How can I get rid of this text?

UKR

You're saying that you use "POS" and "memo" to earmark certain transactions in a checking account.

But you also have similar transactions in other account types.
If you have just added the Reference # column to these registers, to make the text visible, you can now delete the unwanted text, either by editing each transaction and blanking out the unwanted text one at a time, or by using Edit / Find/Replace to (very carefully!) select the transactions you need to change and then replacing Check # with [press space bar]

If you use memorized transactions using the same Payee Name in both checking and credit card accounts and you want "POS" or "Memo" to only appear in transactions in the checking account ... there's nothing you can do to prevent that from happening in the future. There's only one memorized transaction per Payee Name. You'd have to remember to blank out the Reference # field in the credit card transaction before you save it.

Is that what you're asking about?