Searching "All Transactions" no longer includes "separate accounts"

kwh
kwh Quicken Windows Subscription Member ✭✭✭
edited September 22 in Registers & Transactions (Windows)

After upgrading to R64.19 (Windows), I'm no longer able to search "All Transactions" and obtain search results that include "Separate Accounts". It appears that "Separate Accounts" were removed from the "All Accounts" filter. I have several business accounts designated as "Separate Accounts" since I don't want them included in my Net Worth summary, but I still need to search them. Was this feature removed intentionally?

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Best Answer

  • kwh
    kwh Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    I just discovered how to get this feature back. In the All Transactions filter, select "custom" under accounts, then select "selected accounts", then check the "separate accounts" box, then "select all". Problem solved!

Answers

  • kwh
    kwh Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    I just discovered how to get this feature back. In the All Transactions filter, select "custom" under accounts, then select "selected accounts", then check the "separate accounts" box, then "select all". Problem solved!

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @kwh,

    Thank you for circling back with the update—and for sharing the steps you found to restore that functionality. I’m sure this will be really helpful for other members who run into the same thing.

    We appreciate you taking the time to post the solution!

    -Quicken Anja
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