Register report for current query view

Options
bnwbass
bnwbass Member ✭✭
edited April 2023 in Reports (Windows)
Hello,
Is there a way to print the current view for a register search for specific amounts?
Please see attached snip. I would like to print a report with subtotals and reconciliation for these amounts. Export to CSV dumps the entire unfiltered register information and ignores the query filter. Maybe I'm missing something very basic to get this output.

Thx
Bw
Tagged:

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    • Go to the desired account and click on the gear at the top right.
    • Choose More reports then Register report
    • Click the gear at the top right to customize the report
    • On the Display tab, you can pick the columns to display
    • On the Advanced tab, set the desired amount

    This report will just show transactions for the selected account. If you want to include other accounts, start at Reports > Banking > Transaction

    QWin Premier subscription

Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Options

    Have you tried Crtl + P?

  • bnwbass
    bnwbass Member ✭✭
    Options
    Printing the current view is not exactly what I want. Is there a standard report by which I can enter a specific $ amount and customize that view. Please see attached from standard reports, I don't see where I can enter amounts?
  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Options

    No, you can't enter an amount to search for in any report options.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    • Go to the desired account and click on the gear at the top right.
    • Choose More reports then Register report
    • Click the gear at the top right to customize the report
    • On the Display tab, you can pick the columns to display
    • On the Advanced tab, set the desired amount

    This report will just show transactions for the selected account. If you want to include other accounts, start at Reports > Banking > Transaction

    QWin Premier subscription
  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Options
    https://community.quicken.com/discussion/comment/20345479#Comment_20345479

    Yes, that will hopefully work for what @bnwbass is looking for.

    You know, all these years using Quicken (30+?) I never noticed that amount filter on the Advanced tab! Probably because I never really do anything by amount. Thanks for pointing that out Jim!

  • bnwbass
    bnwbass Member ✭✭
    Options
    Thank you Jim Harman, this is precisely the output I was looking for.
This discussion has been closed.

Categories