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I need to see the split items on the transaction report.

I need a report that shows all split items on a transaction. I may have several catagories and/or classes and need them to be broken out on the report;

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Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Which report?  How are you creating it?  What Q product, and what BUILD of that product? Do HELP, About Quicken for this last piece of info.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • bddunn01
    bddunn01 Member ✭✭
    Correction. I can get the split items but the date, check number and payee do not show except for the first item.. I have to physically copy the information down. On a big report that is very time consuming.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    WHY do you need to propagate that info to each item in the split?
    And notice, in your account register, that such info is ONLY on the main transaction ... not on each split line.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • bddunn01
    bddunn01 Member ✭✭
    I have many categories and tags. Each check might have several split items. I run the transaction - banking report Yearly. Then sort it by tag and category. Unless I copy down the date, check number and payee I lose that info when I sort.
  • bddunn01
    bddunn01 Member ✭✭
    I have the yearly subscription that updates automatically.
    Quicken Premier 2020. Version R25.21
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