In the Category Summary Report, I get individual transactions in some categories. Usually they are
Kenneth E. Reich
Quicken Mac 2017 Member
small amounts in miscellaneous categories. I would like to eliminate them.
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Best Answer
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You would have to look at the report settings. Click on Customize at the upper right:
This might shed some light as to why only certain transactions appear. The report should be containing any transactions that meet the criteria you set in the customization. It does not filter by certain amounts.
Clicking on the "small cash transactions" in the report might green some information as they will take you to the transaction in the register. They might be part of a split transaction.
5
Answers
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Could you elaborate? The report is based on your transactional history.
To delete items in the report would mean changing transactions. What is going on?
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Why are individual transactions shown in the Category Summary Report, but only for some categories? They usually are for small cash transactions which I summarize and enter monthly to reflect cash payments . They also may be credit card transactions, again typically for small amounts. Are these being flagged for review and, if so, what are the criteria? More importantly, how do I prevent them from being listed on a Summary Report?0
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You would have to look at the report settings. Click on Customize at the upper right:
This might shed some light as to why only certain transactions appear. The report should be containing any transactions that meet the criteria you set in the customization. It does not filter by certain amounts.
Clicking on the "small cash transactions" in the report might green some information as they will take you to the transaction in the register. They might be part of a split transaction.
5
This discussion has been closed.
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