How do I create a report listing last transaction of each month for a given account

TJ102

Is it possible to create a List or Report, of the last transaction in a month (dependency on sort order) for a given account in a given date range?

Jim_Harman

OK, I am quite sure there is no way to produce that report directly in Quicken. You could export a report with all the transactions to Excel and manipulate the data there.

Jim_Harman

Can you explain what you mean by "dependency on sort order" and want to do with this report? If so we may be able to suggest a way to accomplish that.

TJ102

Yes, that last transactioof the month may be different, depending if the sort order is by Date, Order entered or, by Date/ Order entered, depending on the transaction sort order.

Jim_Harman

OK, I am quite sure there is no way to produce that report directly in Quicken. You could export a report with all the transactions to Excel and manipulate the data there.