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Transaction List and Total by Memo Field?

Hi, I'm on Quicken Premier Mac 2020. How would I make a report based on a "Memo Contains...'*' " search criterion? I would like to list the transactions for a key word in the Memo field, add them up, and display the total. Thanks!
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Best Answers
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RickO SuperUser, Mac Beta Beta
You can do that right in the register. First, go to the account (or account group) register of interest. Click in the search box, top right, then click the magnifying glass icon. A list will pop up allowing you to restrict the search to the Memo field. Type your keyword in the search box.
The register will now show only matching transactions and the total of those transactions will be displayed just below the search box.
If you would like this as a report, you can use menu File > Print to generate a report to print or save to PDF. If you would like to work with the transaction in Excel or Numbers, use menu File > Export > Register Transactions to CSV.Quicken Mac Subscription; Quicken Mac user since the early 90s6 -
J_Mike SuperUser ✭✭✭✭✭
A word of caution with searching the register for a memo entry.
If the search term is part of a split transaction entry, it will be listed in the search results.
However, the Total will include other items in the split transaction(s).
QWin & QMac (Deluxe) Subscription
Quicken user since 19916 -
smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
Meanwhile, you can add your VOTE to Report based on keyword of Memo/Notes.
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)Your VOTES matter!
P.S. This is a subset of another idea you can vote on:
Create Useful Category/Transaction Detail Report
and is also related to this idea you can vote on:
Quick Report for Mac
Have Questions? Check out these FAQs:- Where to find a Help Guide for Quicken for Mac?
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Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
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This discussion has been closed.
Answers
The register will now show only matching transactions and the total of those transactions will be displayed just below the search box.
If you would like this as a report, you can use menu File > Print to generate a report to print or save to PDF. If you would like to work with the transaction in Excel or Numbers, use menu File > Export > Register Transactions to CSV.
If the search term is part of a split transaction entry, it will be listed in the search results.
However, the Total will include other items in the split transaction(s).
Quicken user since 1991
First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)
P.S. This is a subset of another idea you can vote on:
Create Useful Category/Transaction Detail Report
and is also related to this idea you can vote on:
Quick Report for Mac
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian