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Sorting by Payees Using All Characters

FlyerFran · 2022-02-05T21:12:44+00:00

Date Payee Category Memo Payment 1/31/2021 I Bond - C Investment:Savings Bonds Same Various 1/31/2021 I Bond - A Investment:Savings Bonds Same Various 1/31/2022 I Bond - B Investment:Savings Bonds Same Various

FlyerFran



Date	Payee	Category	Memo	Payment

1/31/2021	I Bond - C	Investment:Savings Bonds	Same	Various
1/31/2021	I Bond - A	Investment:Savings Bonds	Same	Various
1/31/2022	I Bond - B	Investment:Savings Bonds	Same	Various

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FlyerFran

As shown in the Screen Shot, the bonds are not in alphabetical order when viewing the entire Payee Name. I've already tried Copy or Cut and Paste, or Insert before Copy or Cut (using Q' & Windows commands), but can't get either to work. I know that if I re-enter all the transactions in the correct order I can sort by: "Order Entered" or by "Date/Order Entered" Entry Date to get what I want, but before doing that I was wondering if anyone had a better idea. Thanks.

NotACPA

Where are you seeing this?
Because I-Bonds would normally be held in an Investment type of account ... and there's no PAYEE column in Investment accounts.

FlyerFran

Set up as a savings account. Payees are the variuos bonds bought with prices and dates with corresponding deposits
to zero account. Then list the bonds again with the dates and current values whenever i update the account - december each year..

Chris_QPW

FlyerFran said:

Set up as a savings account. Payees are the variuos bonds bought with prices and dates with corresponding deposits
to zero account. Then list the bonds again with the dates and current values whenever i update the account - december each year..

What are you sorted on?
Quicken doesn't allow sorting on multiple entries. In other words, if you are sorted on the date, the Payees aren't guaranteed to be in sorted order.