Transaction Value Filter (Reports, Q Win)

Jim_sails
Jim_sails Quicken Windows Subscription Member
edited June 2023 in Reports (Windows)

Under advanced options I select "Less than 3000". I expect all transactions less than 3000. What I get is -3000 < filtered values < 3000. So any expense < -3000 is filtered out. How do I get all transactions less than 3000? [Edited-Readabilty]

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Jim_sails,

    Thank you for reaching out to the Community. When you set the <3000 criteria, Quicken interprets that as any deposit <$3000 and any payment <$3000.

    Screenshot 2023-05-20 at 5.16.02 PM.png

    Is this what you are seeing, or are you seeing a different result? Are you trying to get the report to show deposits less than $3000 and payments greater than $3000? If so, you may need to run 2 different reports, one for the deposits and one for the payments.

    Thank you.

    Quicken Kristina

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