Register report for current query view

bnwbass
bnwbass Quicken Windows Subscription Member ✭✭
edited April 2023 in Reports (Windows)
Hello,
Is there a way to print the current view for a register search for specific amounts?
Please see attached snip. I would like to print a report with subtotals and reconciliation for these amounts. Export to CSV dumps the entire unfiltered register information and ignores the query filter. Maybe I'm missing something very basic to get this output.

Thx
Bw
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Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    • Go to the desired account and click on the gear at the top right.
    • Choose More reports then Register report
    • Click the gear at the top right to customize the report
    • On the Display tab, you can pick the columns to display
    • On the Advanced tab, set the desired amount

    This report will just show transactions for the selected account. If you want to include other accounts, start at Reports > Banking > Transaction

    QWin Premier subscription

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you tried Crtl + P?

  • bnwbass
    bnwbass Quicken Windows Subscription Member ✭✭
    Printing the current view is not exactly what I want. Is there a standard report by which I can enter a specific $ amount and customize that view. Please see attached from standard reports, I don't see where I can enter amounts?
  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    No, you can't enter an amount to search for in any report options.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    • Go to the desired account and click on the gear at the top right.
    • Choose More reports then Register report
    • Click the gear at the top right to customize the report
    • On the Display tab, you can pick the columns to display
    • On the Advanced tab, set the desired amount

    This report will just show transactions for the selected account. If you want to include other accounts, start at Reports > Banking > Transaction

    QWin Premier subscription
  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Yes, that will hopefully work for what @bnwbass is looking for.

    You know, all these years using Quicken (30+?) I never noticed that amount filter on the Advanced tab! Probably because I never really do anything by amount. Thanks for pointing that out Jim!

  • bnwbass
    bnwbass Quicken Windows Subscription Member ✭✭
    Thank you Jim Harman, this is precisely the output I was looking for.
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