Transaction Columns

kmcmahon

I just upgraded from Quicken 99 to Quicken Subscription for windows. 1)The register does not have a memo or check number column. How do I activate these columns. 2) The Transaction report does not have a running balance. How do I activate a continuing balance? Thanks for any help.

Quicken Francisco

Hello @kmcmahon

Thank you for reaching out on the community and telling us about your issue. You can edit your columns by clicking the button in the photo below.

You'll see the little cogwheel here and a drop down menu with multiple options you want included on the register.

Please let us know if this helps resolve the issue for you.

Thanks,

Quicken Francisco

UKR

The Transaction Report, from Reports / Banking / Transaction and practically all other reports from the Reports Menu do not have a Running Balance.

If you want one, you need to print the currently open register view.
Click the Action gear icon (that's the one in the upper right hand corner of the register view, above the Register Columns icon), then
select "Print transactions" or
select File / Print account name or
simply press CTRL-P

Quicken Francisco

Hello @kmcmahon

Thank you for reaching out on the community and telling us about your issue. You can edit your columns by clicking the button in the photo below.

You'll see the little cogwheel here and a drop down menu with multiple options you want included on the register.

Please let us know if this helps resolve the issue for you.

Thanks,

Quicken Francisco

kmcmahon

That answered the first question. Question 2. The Transaction report does not have a running balance. How do I add a continuing balance column to the transaction report? Maybe it's not possible. Thanks for any help.

UKR

The Transaction Report, from Reports / Banking / Transaction and practically all other reports from the Reports Menu do not have a Running Balance.

If you want one, you need to print the currently open register view.
Click the Action gear icon (that's the one in the upper right hand corner of the register view, above the Register Columns icon), then
select "Print transactions" or
select File / Print account name or
simply press CTRL-P

Quicken Francisco

@kmcmahon

Glad to hear we got one taken care of. The reason the transaction report doesn't have a running balance is because it take into account all of the accounts and combines all their transactions making it have no true starting or ending balance. 

I think the report you may be looking for now is a register report. You can find it by clicking on your selected register and in the top right there will be a cogwheel with a drop down menu. It's the one right above the circled one in my previous post. Once the drop down comes up hover over more reports  and click on register report. This will give you a report of all the transactions in the register with a running balance.

Let me know if this is the correct report! If not I'll see which one better fits your needs.

Thanks
Quicken Francisco