Can I search for a term/number in all accounts at once in Quicken for Mac

MurrayJ

I just switched to a MAC. I'm using Quicken for Mac and so far, so good. BUT, I can't figure out how to search for a payee, category, transaction amount across all the accounts at once like I could in the Windows version. I have to open each account , one at a time, and search in that account. Any advice?

RickO

It's simple, just go to the All Transactions register at the top of the sidebar. When you use the search box from here, you will be searching all accounts. Tip: if you know that the transaction you're looking for is, for example, from a banking account (as opposed to Investing or Property & Debt), search the Banking group register instead. The search will be a bit faster. Or search only in any of the other group registers that you know the target transaction is contained within.

One other tip: If you are currently looking at a transaction for the Payee or Category you want to search for, simply right click on that transaction and choose Report on (Payee) or Report on (Category) from the popup menu. This will generate a report (which can further customize) for that Payee or Category (or even a Tag).