Additional filters in account transaction views

411thetime
411thetime Quicken Canada Subscription Member
edited July 2024 in Registers & Transactions (Windows)

Currently the only filters available are:

Date,

Type (Charge, Payment)

Transactions (Uncategorized, Unreconciled, Cleared, Uncleared, Flagged)

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I primarily would like an additional filter for Memo so I can easily edit groups of entries that have the same Memo.

It would be nice to be able to filter on Payee, Downloaded Payee, and Category as well.

Thanks

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Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you tried either or a combination of

    • sorting the register by Memo (click on the Memo column's title) or
    • simply using the register's "Search" box to search/filter all transactions in the register and show only transactions matching the Search text?

    This works for other columns, too.

    An alternative might be using the Edit Menu's Find/Replace function.

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