When the transaction report includes split transactions, I am running into situations where the memo entry is long enough that the important notes information I entered does not display. I want to be able to show the notes information and skip the memo info.
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Unfortunately, they did not include the "FI Notes" column as an option to display in the New Reports. If that's the issue, we can create an IDEA post here to suggest to the dev team that they add the FI Notes column as an option in the New Reports.
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(Canadian Q user since '92, STILL using QM2007)
Sorry I didn't understand what you were saying originally. I do now. This issue of split lines in the New Report > Transaction Report taking on the Note from the transaction's top line instead of that of the split line has been reported and acknowledged by the dev team. Hopefully there will be a fix for that coming soon.
Regarding the FI Notes column, it is one of three FI columns (the others are FI Payee and FITID) which are (or can be) downloaded from the Financial Institution when a transaction is downloaded from the bank or brokerage. The contents of these fields are up to what the FI decides to transmit. (FITID is FI Transaction ID.)
Depends on the report. For the old reports (other than those under "New Report") some do some don't. For those that do, you should see a checkbox at top right to include/exclude the Notes field:
For the New Reports, the columns are configurable. For those reports, click the Columns button at the top to add the Memo/Notes column:
Also for the New Reports, you can move, resize and sort by the column just as you can in an account register.
BTW, in QM2007, when printing a report with split lines, if the split line does NOT contain a memo, the report will use the memo content from the parent record. Just FYI, and consideration for the developers.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)