Notes

How do I print a category comparison report showing all income with the notes/memo showing? 

Best Answer

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    You can't, really. A comparison report between two periods of time is a summary report, so there are no transactions with memos to display. You can see notes if you create a report showing individual transactions, but by definition, that won't be a comparison report between two periods, because all the transactions would be different. It's not so much a limitation of Quicken's reports; it's just that there's no real way to do a comparison and show the transactions detail at the same time -- you can do one or the other.

    So if you want, you could create a Transaction report for one time period, another transactions report for a different time period, and then compare them side-by-side onscreen or print them out to compare side-by-side. When you create your Transactions report, click View, then click Columns in the pop-up menu, and then click Memo/Notes to make that column visible in the report. You can make it wider, or move it left or right in the report layout by dragging on the heading.

    Does that make sense?
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    You can't, really. A comparison report between two periods of time is a summary report, so there are no transactions with memos to display. You can see notes if you create a report showing individual transactions, but by definition, that won't be a comparison report between two periods, because all the transactions would be different. It's not so much a limitation of Quicken's reports; it's just that there's no real way to do a comparison and show the transactions detail at the same time -- you can do one or the other.

    So if you want, you could create a Transaction report for one time period, another transactions report for a different time period, and then compare them side-by-side onscreen or print them out to compare side-by-side. When you create your Transactions report, click View, then click Columns in the pop-up menu, and then click Memo/Notes to make that column visible in the report. You can make it wider, or move it left or right in the report layout by dragging on the heading.

    Does that make sense?
    Quicken Mac Subscription • Quicken user since 1993
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