I want a customized report showing only TXFR (transfers) in check # column

mica4339
mica4339 Member ✭✭
edited August 2 in Reports (Windows)
I'm still using Quicken 2017 Deluxe edition. Nothing I can find allows me to even include anything in the Check # column

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    Quicken doesn't provide a filter for the Check # column.  If these are truly transfer transactions, I suggest you check only the categories that are accounts on the Categories tab on the Customize window of the report and select an appropriate option in the Transfers pull-down menu on he Advanced tab.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    Quicken doesn't provide a filter for the Check # column.  If these are truly transfer transactions, I suggest you check only the categories that are accounts on the Categories tab on the Customize window of the report and select an appropriate option in the Transfers pull-down menu on he Advanced tab.
  • mica4339
    mica4339 Member ✭✭
    The long way around that issue was to go to the Check# column, select find and all transactions labeled TXFR. Was difficult doing it that way and had to manually select the ones I needed. Thanks.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    There is one way I know to see them, but it isn't a report.  You can do a find on "Check number", Exact, "TXFR".
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    In the same area you can filter the register using TXFR.


    Use the "All Transactions" if you want them from multiple accounts.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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