How to find transactions without filtering
I want to find the next future (scheduled) transaction instance (by text in MEMO/NOTES), and be able to see the balance of that future transaction; and then find next, and so on.
When I do: Edit > Find… > Find (or command-F), the cursor is set in the find field, and when I enter text and press return, I see those transactions, but transactions not meeting the find criteria (which I do not want to see, BTW) are excluded, causing the (future) balance amount in each transaction to be inaccurate.
Also, I'm unable to create a situation when the following menu items are available (they're greyed out and not available in my testing scenarios): Edit > Find… > "Find Next", "Find Previous", "Use Selection for Find".
I then used: Help > Show "find" Help Topics…
… but the content of the url it returns (starts with: "https://www.quicken.com/support/search/find?f%") is:
"404 Not Found
nginx"
Quicken Classic Deluxe Version 7.8.2 macOS 14.5
Answers
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I use scheduled transactions, and want to find future transactions that match a text string in MEMO/NOTES, and be able to see what the balance is projected to be at future transactions.
When I run: Edit > Find… > Find (or the keyboard shortcut command-F), the cursor enters the search box, I enter the criteria, and transactions meeting the criteria do show, but the BALANCE for each transaction is the sum of the found transactions, which of course is useful when that is what you are after, but I would like to see the balance that shows if I manually look for (scroll, etc.) those transactions.
Given how Find works in terms of the shown BALANCE, what I instead would be fine with is to run a find, as you can in many applications to find the next instance (but without filtering out all the non-matched 'text'), then "Find Next", etc. This would allow users to see correct balances.
Related: I am unable to create a scenario where "Find Next", "Find Previous", and "Use Selection for Find" are available (so far they are greyed out and not available). (Also, if I select text in a MEMO/NOTE and scroll so that transaction is not visible, I can run "Jump to Selection", but the window does not update (the transaction is not visible)).
Quicken Classic Deluxe Version 7.8.2 macOS 14.5
[Merged Post]
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Thank you for seeing that my question of an hour earlier was basically the same (the earlier question post did not seem to go through; I could not find it doing a search; so I re-posted).
My replies to your reply, in order of your post:
Exactly (assuming you mean that the register will scroll on it's own when using find the way I am after).
Agreed. But related, the UI seems to be telling me I should be able to find (and specifically, "Find Next" and "Find Previous") transaction instances (as I wrote). I do not see how I can use those menu commands. Surely they are intended to work.
Those workarounds are useful (and give me something to work with), although not ideal. (My question, which it appears is now a feature request, and which I can submit elsewhere, is still valid for me).
Thank you for your insights on this.
(Apologies if my reply shows up more than once; it appeared to have been successfully posted; then disappeared after I tried edited it, and clicked "Save Comment". I got an web browser error: "property_exists(): Argument #1 ($object_or_class) must be of type object|string, bool given")
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I suspect the Find Next and Find Previous are default commands coming from macOS, and have not been attached to any actual action within Quicken Mac. I guess I've never noticed this before; those grayed-out menu commands go back a decade or more — they're exactly the same in the original Quicken 2015 from the birth of the modern era Quicken Mac — but have never functioned to be able to jump between found transactions. I don't know if the developers can't make those commands disappear entirely and can only gray them out, or if they originally expected to use them in the future and they've just been forgotten/neglected.
There is a feature request for adding a Find & Replace feature to the program, and the developers have tagged it as "Planned" for the future; perhaps at that time, "Find" will be separated from "Search".
I'm not sure I understand how useful it would be to see the future balance in a register for a transaction months into the future, since there will be other transactions, probably many, between then and now (at least for most people, in most registers). It sounds like a traditional "Find" (not Search) is the functionality you really need for what you want to do. In the meantime, I think @RickO has given you the most practical way to get there currently: export to a PDF or spreadsheet and use the Find in one of those programs to find the transactions, with the balance.
Quicken Mac Subscription • Quicken user since 19931 -
Though not ideal, another consideration would be to use the Projected Balance graph and filter for the specific account. That might also give you the balances you are seeking, while looking at the register for the specific transaction.
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(Canadian user since '92, STILL using QM2007)
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Extremely useful info, especially the fact that it is under consideration.
In terms of "how useful it would be to see the future balance in a register for a transaction months into the future, since there will be other transactions, probably many, between then and now", I have a bi-monthly scheduled "spending" transaction that is budget-related (and I reduce that amount during the current bi-monthly period as I spend down (usually from a credit card). All my utility, etc., bills, are set with scheduled transactions (and where the amount changes monthly (like gas goes up in the colder months, and water up in the summer), I have recurring monthly scheduled transactions. As you imply, no one is going to know all of their future spending, but by setting a spending budget (separate from known recurring bills), and then of course staying on top of things, ensuring I'm at least reasonably on course for the next, say, year, is enormously useful for me. I also use the budget feature, but that doesn't do everything I'm after.
Thank you for what you wrote.
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I just had a look at that. It doesn't directly give me the bi-monthly spending period end date I'm after (that changes slightly each month), but by hovering over the graph, I can manually find the projected balance, and by looking up the exact spending period end date for any given period, it is as close to what I'm after / most direct method I've seen so far. Great feature; thanks
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