reporting splits: memo/notes vs. total field

Question

i am a longtime user of quicken for mac and have just upgraded from 2007 to 2020.  i often split transactions and use within a single transaction both the memo/notes field and the "total" field (the total field is a text field shown within the split).  i'm having trouble running a transaction report which shows both of these fields. column choices include memo/notes but not total.  thanx in advance for your help.

jacobs · Accepted Answer

What you're seeing as the "Total" field is actually the Notes field. It's an unfortunate cosmetic mistake with the user interface; the word "Total" is a label for the amount that appears just to the left of it -- the total of the splits. But if you have a blank split line, you can see the word "Notes" in gray letters in the field to the right of the amount.

When you run a report, Quicken combines the Memo/Notes field from the overall transaction and the Notes from the split.

Let's say I have a credit card transaction at Home Depot, and in the Memo/Notes field I typed "Outdoor Supplies". Then, one my first split line I typed a Note of "Mulch-10 bags" and on the second split I typed a Note of "Annuals & vegetables".

If I run a report for Payees including Home Deposit, I would see two lines in the report, one for each split line. The Memo/Notes field in the report would show "Outdoor Supplies:Mulch-10 bags" for the first split and "Outdoor Supplies:Annuals & vegetables" for the second split.