Reports of investment transactions > 1000.00 (Q Mac)

narffle
narffle Member
edited April 11 in Reports (Mac)
I would like to be able to generate a report of all investment transactions > 1000.00. Is there any way to do this? I can't find it. The only thing I can think to do is generate a report of all transactions, export to EXCEL, and then create a filter in EXCEL. That seems like a lot of work.

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Here's the only in-Quicken method that comes to my mind:
    1. In the Investing group register, click the Amount column header to sort by Amount (or Invest Amt if you have that column enabled).
    2. Select the transactions greater than $1000 as a group (click the first one, then shift-click the last one to select a range of transactions).
    3. Click menu File > Print
    4. Change Include to "Selected Transactions Only"
    5. Click OK to print or click the PDF menu in the print dialog to save as PDF
    6. You will need to do this twice, once for positive amounts and once for negative since they will be grouped at opposite ends of the sorted register.
    7. Rather than print, you could export only the selected transactions to CSV, merge these two CSV into a single Excel file and re-sort by whichever column you choose. This would also give you more control of the printout format. It would still require Excel, but save having to build a filter in Excel and reduce the size of the exports.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    Here's the only in-Quicken method that comes to my mind:
    1. In the Investing group register, click the Amount column header to sort by Amount (or Invest Amt if you have that column enabled).
    2. Select the transactions greater than $1000 as a group (click the first one, then shift-click the last one to select a range of transactions).
    3. Click menu File > Print
    4. Change Include to "Selected Transactions Only"
    5. Click OK to print or click the PDF menu in the print dialog to save as PDF
    6. You will need to do this twice, once for positive amounts and once for negative since they will be grouped at opposite ends of the sorted register.
    7. Rather than print, you could export only the selected transactions to CSV, merge these two CSV into a single Excel file and re-sort by whichever column you choose. This would also give you more control of the printout format. It would still require Excel, but save having to build a filter in Excel and reduce the size of the exports.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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