nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Creating a report with memo ?

acs2

I have a number of transaction that I wish to review. In the memo I placed a question mark(?). I ran the report and under Customize under both payee and Tags I placed ? in the memo contains field. The resulting report returns many transactions with blank in the memo field.

This appears to be an error in Quicken. When I do a find/replace with memo contains ? the appropriate transactions appear and there are no extraneous transactions

Find more posts tagged with

Reports

Report a Problem

Comments

acs2

BTW, I just changed the memo to be NeedsInfo. I then changed Memo contains in the payee and Tag custom section and entered NeedsInfo. The transaction report also reurned many transactions without NeedsInfo.

There seems to be an error

mshiggins

Are you on version 52.19? There have been reports of the report memo filtering not wolrking with that version. Here is the discussion:

https://community.quicken.com/discussion/7939597/reports-not-filtering-on-memo

acs2

yes version 52.19 build 27.1.52.19

UKR

The "?" question mark, when used in Filter criteria is a special character. See this webpage for more details on filtering in reports and graphs:

https://help.quicken.com/pages/viewpage.action?pageId=3216908

acs2

thanks but I also tried full words in Memo contains and they did not work either

UKR

If you haven't done so already, I'd say it's time to call Quicken Support on the phone during posted hours of operation and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

Quicken Support:

To contact Quicken Support, please use this link only: https://www.quicken.com/support#contact-support and select Chat or Phone support.
Support is only available during posted hours of operation
The phone number can be found at the support website.
To start Chat or see the support phone number, your browser must allow popup windows from https://www.quicken.com
See https://community.quicken.com/discussion/7870684/faq-talk-to-support-does-not-respond#latest
If you are eligible for Premium Support (purchased separately or included as part of your subscription to Quicken Premier or HB&R) call the number that can be found at the top of your My Account page at https://www.quicken.com/my-account (US) or https://www.quicken.com/canada/my-account (Canada) when you log in with your Quicken ID. Place the call using the phone whose number is recorded in your account profile.
Other links or phone numbers found elsewhere on the Internet, even in some posts or emails received from other Community members, may not be from Quicken or may not be up-to-date. Use those at your own risk.
Unlike other so-called "Quicken support providers", the real Quicken Support is free for all currently supported versions.

mshiggins

@acs2 this issue has already been acknowledged by Quicken. Please see the main discussion on this issue for more details:

https://community.quicken.com/discussion/7939597/r52-19-reports-not-filtering-on-memo

mpainterusa

How do you create a Repost based on Memo contents?

mpainterusa

Sorry, previous post should say report, not repost:

How do you create a Report based on Memo contents?

Thank you.

Jim_Harman

How do you create a Report based on Memo contents?

When it is working, you click on the gear to customize the report. On the right side of the Categories tab, there is a box titled "Memo contains." Enter the search text there.

This is currently broken for reports based on the Banking Transaction report.

acs2

It seems we need to await a Quicken fix to all Memo contains transaction searches

Jim_Harman

It seems we need to await a Quicken fix to all Memo contains transaction searches

The Memo contains filter works for me on Spending reports, such as the Itemized Categories report. It does not work in the Banking Transactions report. Did you see something different, @acs2?

acs2

I have tried Banking Transactions and Spending by category. Neither worked for Memo contains