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!

Best Answers


  • airform13
    airform13 Member ✭✭
    Thanks to both of you for the prompt replies. Seems like I can't do a savable Quicken Report, but this is quite useful for transaction summaries that are not likely to be needed in the future anyway. In this case, I need to include credit card, checking, and cash payments, so I performed your steps on the All Transactions heading, which seemed to work across Account Groups.
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