How to find transactions without filtering

Question

I want to find the next future (scheduled) transaction instance (by text in MEMO/NOTES), and be able to see the balance of that future transaction; and then find next, and so on.

When I do: Edit > Find… > Find (or command-F), the cursor is set in the find field, and when I enter text and press return, I see those transactions, but transactions not meeting the find criteria (which I do not want to see, BTW) are excluded, causing the (future) balance amount in each transaction to be inaccurate.

Also, I'm unable to create a situation when the following menu items are available (they're greyed out and not available in my testing scenarios): Edit > Find… > "Find Next", "Find Previous", "Use Selection for Find".

I then used: Help > Show "find" Help Topics…

… but the content of the url it returns (starts with: "https://www.quicken.com/support/search/find?f%") is:

"404 Not Found

nginx"

Quicken Classic Deluxe Version 7.8.2 macOS 14.5

bob2021 · Answer

https://community.quicken.com/discussion/comment/20448371#Comment_20448371

I just had a look at that. It doesn't directly give me the bi-monthly spending period end date I'm after (that changes slightly each month), but by hovering over the graph, I can manually find the projected balance, and by looking up the exact spending period end date for any given period, it is as close to what I'm after / most direct method I've seen so far. Great feature; thanks

bob2021 · Answer

https://community.quicken.com/discussion/comment/20448365#Comment_20448365

Extremely useful info, especially the fact that it is under consideration.

In terms of "how useful it would be to see the future balance in a register for a transaction months into the future, since there will be other transactions, probably many, between then and now", I have a bi-monthly scheduled "spending" transaction that is budget-related (and I reduce that amount during the current bi-monthly period as I spend down (usually from a credit card). All my utility, etc., bills, are set with scheduled transactions (and where the amount changes monthly (like gas goes up in the colder months, and water up in the summer), I have recurring monthly scheduled transactions. As you imply, no one is going to know all of their future spending, but by setting a spending budget (separate from known recurring bills), and then of course staying on top of things, ensuring I'm at least reasonably on course for the next, say, year, is enormously useful for me. I also use the budget feature, but that doesn't do everything I'm after.

Thank you for what you wrote.

smayer97 · Answer

Though not ideal, another consideration would be to use the Projected Balance graph and filter for the specific account. That might also give you the balances you are seeking, while looking at the register for the specific transaction.