Add Downloaded Payee to Reports? [edited]
John E Lutz Florida
Quicken Windows Subscription Member ✭✭
I am very disappointed in the support the current Quicken folks are providing. Look how long it took to get "NOTES" added to report options. I personally have a need for Downloaded payee. is there any way to get the quicken file into a different format that would allow me to access the data using something like access so i can grab what i want versus what the Q folks think we need?
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Best Answer
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In any of the registers in the "Banking" section of the Accounts Bar, open the Account, click the "Register Columns" gear wheel right of the "Balance" column and you'll get that listing. I overlooked the "Reports" aspect of the question but if you don't want Quicken to change the name of the downloaded payee that you see in the registers simply don't use the renaming rules feature. That will put the downloaded payee name in the Payee column for reports.
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Hello, Tom. If that is a drop down from the display settings, I do not get that with my reports. Mine does not show any of the downloaded fields.
I have the subscription for quicken home, business and rental
looks like you have a totally different dropdown or i am missing an important update. I am at R30-10
Thank you,
John Engstrom0 -
In any of the registers in the "Banking" section of the Accounts Bar, open the Account, click the "Register Columns" gear wheel right of the "Balance" column and you'll get that listing. I overlooked the "Reports" aspect of the question but if you don't want Quicken to change the name of the downloaded payee that you see in the registers simply don't use the renaming rules feature. That will put the downloaded payee name in the Payee column for reports.
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