I would like to delete a transaction from a report but not from the register.

MGFMC
MGFMC Quicken Windows Subscription Member
edited May 2022 in Reports (Windows)
Wanting to run income/expense report but need to not show transactons that pertain to previous year. Can I delete from my report but have it remain in the register record?

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    I suggest you customize the date range of the report.
  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Maybe you could explain in greater detail the nature of those "transactons that pertain to previous year?"  That would help determine how one might attack the problem.  Generally dealing with what I'm guessing are some sort of timing differences - maybe for income taxes? - involves "accruals" and "deferrals" of some sort, getting away from strictly "cash" accounting.
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Deleting a transaction from a report deletes it from the register, so don't do that and there is NO preference setting to change that behavior.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
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  • MGFMC
    MGFMC Quicken Windows Subscription Member
    Thank you
This discussion has been closed.