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

MGFMC
MGFMC Member
edited May 3 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 SuperUser ✭✭✭✭✭
    I suggest you customize the date range of the report.
  • Tom Young
    Tom Young 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 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 since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • MGFMC
    MGFMC Member
    Thank you
This discussion has been closed.