In Quicken/Mac can Reports include info from "Edit Details" fields?

JoSheem

Can Reports include info from "Edit Details" field that I can access when I'm entering the transaction? Is the only way to access that information to open each transaction one at a time?

jacobs

Could you be more specific about what information you're seeking to have in the reports?

In a Transaction report, are you aware you can click View > Columns to add (or hide) whatever fields you want to your report?

JoSheem

https://community.quicken.com/discussion/comment/20421021#Comment_20421021

Perfect - thank you @jacobs! I did not know that showing the "Memo/Notes" column is what I needed to do. My excuse is that the "Memo/Note" field that appears when you click on "Edit Details" is not a "column". But I get that the info can appear in a column!

jacobs

In a database, it's called a field, and every transaction is a record. A field can be shown as a single instance, such as when you Edit Details or a single transaction (record), or can be shown in all selected records, in the form of a column any account register or report. Quicken, wanting to be user-friendly doesn't use those terms, but that can sometimes cause confusion of its own. 😀

I'm glad it was a simple a fix as that!

For what it's worth, there are a lot of us who think the Memo/Notes field (column) should appear by default in new registers and new reports, and users could hide it if they don't want it. The developers apparently think the opposite is preferable, so it's never shown by default and we have to add the Memo/Notes column in registers and reports.