Hidden Transaction in Transaction report for ALL transactions

Janice M McDonald

Using Quicken Classic Premier - Version 7.6.2. First I have been a Quicken user for over 15 years so I don't have many issues. I was running a Payee Transaction report for 2013 to January 2024 looking for a specific payee. I checked all payees. The firm I was looking for was marked HIDDEN in the payee list. I understand the logic for hiding a payee but why won't a hidden payee show in a Transaction Report when searching ALL payees. It seems to me that they should appear. If this is the case that they won't, I would then have to search my payee list for the name and then unhide it, the option to hide it should be removed. I may use a hotel or restaurant or store only once when on vacation and know I will never use it again - hence I hide it. But if someone asks me where I stayed, I would normally run a report searching on VACATION: Lodging thinking it would show up. May be a box to check that say "INCLUDE HIDDEN PAYEES" could be added.

Thank you.

J. M McDonald

jacobs

@Janice M McDonald What you're asking for already exists, if I'm understanding you correctly.

When you mark a Payee hidden, it prevents that Payee name from coming up in the list of potential Payees name matches as you enter a transaction.

When you mark a Payee hidden, it does not affect any existing transactions for that Payee in your registers.

When you do a Payee report, and go to Edit > Payees, there is a checkbox for including or not including hidden Payees:

I've just did a quick test and observed that the checkbox does exactly what it says: when checked, a hidden Payee appears in a report; when unchecked, the hidden Payee disappears from the report. I think that's what you were asking for. Perhaps you just missed seeing this checkbox on the Payees tab of the report setup?