Note-based report (Q Mac)
bagroom
Member ✭✭
Hi. I currently am using the latest Quicken for Mac as well as Quicken 2007 concurrently. I know I need to wean myself off the latter. But one of the features it has that the latest version lacks is the ability to create a quick report that searches the memo/notes field. It seems like an easy enough feature to add. Why isn't that functionality available/when will it arrive?
0
Best Answer
-
You can essentially do this right in the register. Click the magnifying glass in the search box, upper right and choose Memo/Notes from the dropdown. This restricts the search to that field. You can further limit the search by applying filters and/or choosing which account or group register in which to search.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
-
You can essentially do this right in the register. Click the magnifying glass in the search box, upper right and choose Memo/Notes from the dropdown. This restricts the search to that field. You can further limit the search by applying filters and/or choosing which account or group register in which to search.Quicken Mac Subscription; Quicken Mac user since the early 90s5
-
Rick - You're awesome! That's even faster than creating a report. Thanks so much!0
-
@bagroom Just adding a note that you typically don't even need to take the step of selecting the Memo/Notes dropdown in the Search box unless you specifically want to restrict the search to that one field. If you don't select a field, it will search all visible fields.
If you're looking for when you bought your refrigerator, for instance, you can likely just type "refrigerator" in the Search box, because that word isn't likely to appear in other fields.Quicken Mac Subscription • Quicken user since 19931
This discussion has been closed.