Is there a way to perform a transaction search with multiple filters?

I want to perform a transaction search specifying multiple filters. For example, Payee is XYZ Company, date is between Jan 1 2020 and June 20 2020, and amount is between $100 and $150. How can this be accomplished?

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quicken doesn't have a search like that, you should be able to get the information you want by bring up a report like: Reports -> Banking -> Transaction
    From there select the gear icon to customize it, select the date rang you want and the payee you want, select OK.  And then sort the report by the Amount column.

    You should be able to scroll until you get to the amount range you want all the transactions you want will be together.
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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Given what you've said here, it sounds like some sort of Spending report, suitably customized, could find what you're looking for, and virtually any report would do. 
    So, for example, you could run an "Income and Expense by Payee" report.  Click "Customize, click the Payee tab and make sure only "EYZ Company" is selected for inclusion.  Set the date range for the report from 1/1/2020 to 6/20/2020 and set the Interval to "None."   Click the Advanced tab and set the dollar amount as less that $150.  Run the report, expand the dollar amount that shows up, then sort on the "Amount".  Look at the transactions from $100 to $150 which will be listed there, by dollar amount.
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