Way to not include specified transactions in balance
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mrb0820
Member ✭✭
It would be useful to see the balance in a register with some transactions omitted (via a check box associated with each line item). This would allow the total for cleared transactions to be compared with balances (credit card, checking, etc.) displayed on-line.
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If none of the filters work to select the transactions you want, you can simulate your desired check boxes by using select and de-select in banking registers.
- Select the bottom transaction in your register.
- Scroll to the top of the register. (Hint: you can right-click the scroll bar and choose Top.)
- Shift-select the first transaction.
- Now all your transactions should be selected and you can Ctrl-select (de-select) the ones you want to exclude. The sum total of the selected transactions appears at the bottom.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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