How do I search across multiple accounts ? I

If I have multiple checking accounts held at different banks, how can I do a general search for a specific payment ?
Either by amount or payee ?
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Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2020
    Search the in-product Help for "Find and Replace Transactions"
    QWin Premier subscription
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    You can go to the top of the account bar on the side and click on All Transactions.  Then sort by date of payee or amount etc.

    I'm staying on Quicken 2013 Premier for Windows.

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Have you tried using the "Global search" box above?
    Works across all banking account registers, searches all register columns for the entered character string and invokes a process similar to Edit Menu / Find/Replace.

  • lrlandry
    lrlandry Unconfirmed ✭✭
    Not anymore! Quicken subscription just updated my software this am and that feature has been removed. Any other ideas?
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Search has moved to the left side.

    I'm staying on Quicken 2013 Premier for Windows.

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