How do I create a report with specific payee and memo

I have 2015 Home & Business for Win10 and would like to create a report from my checking account for a specific Payee with a specific memo. Thanks

Best Answer

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Assuming you are talking about a transaction report, I would open the register, click the gear and go down to "More Reports" > "Register Report". When the report opens click the gear to customize it > Click on the Payee tab and then in the box Payee Contains enter your payee (or at least part of the name). Then in the box Memo Contains enter the memo your are looking for (also, can be at least part of the memo).

    That should do it

    Quicken Windows user since 1993.

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Assuming you are talking about a transaction report, I would open the register, click the gear and go down to "More Reports" > "Register Report". When the report opens click the gear to customize it > Click on the Payee tab and then in the box Payee Contains enter your payee (or at least part of the name). Then in the box Memo Contains enter the memo your are looking for (also, can be at least part of the memo).

    That should do it

    Quicken Windows user since 1993.

  • jndipworm
    jndipworm Member ✭✭

    Thank you, that was it. Jon