Report Download - just want to export 1 vendor info (edit)

TPao

Just spent 30 minutes with USELESS Quicken support!
I go to all 30,000 transactions in reports and filter on one vendor.
This brings back 200 records.
I export it to Excel and all 30,000 records come down unfiltered.
This is insanity!

Jim_Harman

Which report are you using? If you use the report at Reports > Spending > Itemized Payees and customize to select just the one Payee, you should only get those transactions, either printed or exported.

TPao

I just went into the transaction log. I don't see why it would be different. But Thanks

TPao

THis report isn't across months as required

Jim_Harman

Please clarify "transaction log" and "across months".

You can set the Itemized Payees report to whatever date range you want and cover any accounts you want.

Also please describe exactly what isn't working for you. I clicked on All Transactions at the top of the Accounts Bar, selected one of my Payees, and went to File > Print All Transactions. This prints just the selected Payees. Same result if I go to Edit > Find and look for one Payee. 

TPao

It doesn't work when you export to Excel

Jim_Harman

The Spending > Itemized Payees report customized for a single Payee does not work? It works for me.

Please list out what you expect to see, the exact steps you are taking, and what you see instead. 

Also please go to Help > About Quicken and let us know what version and Edition (Starter, Deluxe, etc) you are running.