Report based on keyword of Memo/Notes (8 merged votes)

TomJF · May 2020

Would you please implement a keyword search routine for the Memo/Notes column. My database dates back to 1981 and I often want to check the purchase date and cost of principal items like refrigerators, washing machines, auto batteries, cars, etc. Keywords of most items are entered into the Memo/Notes column of my database.

Thanks Tom

smayer97 · May 2020

Yes, a REPORT that can pull up only the lines (split lines) that matches the memo criteria, not the entire transaction (unless it matches).

This also would apply to the QuickReport that is only partially implemented, here:

Bring back Quick Reports

(click here for list of missing items from Quick Reports)

Also needed is the ability to save such a report.

jacobs · May 2020

I do this all the time in Quicken Mac. The Search box searches the memo/notes fields. Click on All Transactions in the left sidebar, then enter the search term in the Search box. I'm not sure what you find missing?

TomJF · May 2020

Thanks jacobs. This does work. I'm so used to performing this function easily and simply in QM2007 using "QkReport" that I had not worked out how to do it in the new Quicken. I greatly miss the the versatility and simplicity afforded by "QkReport" from QM2007.

jacobs · May 2020

Like many things in modern Quicken Mac, at first it feels alien and worse. Then, after you work with it a little, you come to see that many things are just different, not worse. (And some are better. And some are worse.

)

In terms of finding something in a memo field, I actually find it as good as doing a QuickReport in Quicken 2007: click All Transactions or Banking on the left, type the memo I want to find in the Search box, and press Return. The results come up fast, I can print the results if I want to (although most of the time finding it on-screen is all I need), and I can double-click a transaction if I need to see the split detail.

On key thing, if you use Memo/Notes extensively as I do, is to make sure you make this column visible on all your registers and group registers (like Cash, Banking, Credit Card, All Transactions). It's annoying to have to set up your columns in every register, but it's fortunately something you set up once and then forget about.

One other thing to mention: in the Search box, by default Quicken will search all visible columns. Sometimes, you might be looking for a specific word in a memo that also shows up in some other field. For example, let's say you want to find a payment for your annual Amazon Prime membership, and you enter "Amazon" in the Search field; it will find all the transactions where "Amazon" is the Payee, which is not what your intended. So sometimes, it's helpful to tell Search to only search the Memo/Notes field (or another field). You can do this by using what must be the tiniest icon in Quicken: in the Search box, just to the right of the magnifying glass icon, there's a small downward facing v-shaped symbol (a "caron") which looks like this: ˇ -- click on it and you'll see a drop-down list of all columns, and you can change the Search from "All visible columns" to just "Memo/Notes" or another field.

smayer97 · May 2020

jacobs said:

I do this all the time in Quicken Mac. The Search box searches the memo/notes fields. Click on All Transactions in the left sidebar, then enter the search term in the Search box. I'm not sure what you find missing?

The thing missing is what I stated above... Searching the register only brings up entire transactions and NOT just the split lines that meet the memo criterion. Also, any total generated = transactions totals and NOT the total of just the matching split lines matching. So this is STILL a missing feature in QMac.

Also missing is the ability to save the reports.

jacobs · May 2020

@smayer97 I was answering the original question, not turning this into a feature comparison. I agree with you, Search in Quicken Mac doesn't fully replace Quicken 2007 QuickReports. But the issue here was how to do a keyword search of the Memo/Notes field to locate a specific purchase transaction by searching the Memo field -- and for that purpose, Quicken Mac Search works well.

smayer97 · May 2020

Well I took the CONTEXT of the Search in Quicken as per the TITLE..."REPORT based on ..."

Scott Rose · July 2020

The old Quicken 2007 used to have the ability to generate reports based on "Memo" or "Notes".

I really need this capability in the new Quicken, so I can try to clean up my transactions from this Quicken bug:

https://community.quicken.com/discussion/comment/20106426

smayer97 · July 2020

YES, YES, YES....this is a BIG hole!

rl4265 · October 2020

Great idea.

Report based on keyword of Memo/Notes (8 merged votes)

New · Last Updated May 2020

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