Help finding transactions in closed accounts (Q Mac)

dan.greenberg.ct
dan.greenberg.ct Quicken Mac Subscription Member ✭✭✭
edited October 9 in Errors and Troubleshooting (Mac)

I think this used to work but I can no longer find transactions in a closed account. I click on All Transactions in the sidebar which is supposed to include closed and hidden accounts. I typed a payee in the search field and get one hit. But if I search on that Payee on the Payee and Rules screen, I see 3 transactions. Clicking the '3' shows the other two that I expected to see the. first time. I don't have any filters on the register. I tried unhiding (but keeping it separate) and still no luck. Is the All Transactions\Search no longer the way to find transactions in closed accounts?

Quicken Deluxe, Mac, latest version.

Best Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited September 8 Answer ✓

    I can search in the All Transactions register and see results in accounts that are both closed and hidden, so neither of those are an issue. If you have Separate accounts those transactions aren't going to show up in the search because they are not included in the All Transactions register at all. The whole point of marking an account as Separate is to keep it away from everything else, so it isn't included in your Dashboard or Reports or anything.

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭
    Answer ✓

    Here's a little trick that I use… if you mark an account as Closed, but Not Hidden and Not Separate, it will be hidden (not listed) in the sidebar, but still included in searches in All Transactions and in its account type group. I find this very useful for closed credit card accounts so that when I search the Credit Card group, transactions in these closed accounts still show up.

    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited September 8 Answer ✓

    I can search in the All Transactions register and see results in accounts that are both closed and hidden, so neither of those are an issue. If you have Separate accounts those transactions aren't going to show up in the search because they are not included in the All Transactions register at all. The whole point of marking an account as Separate is to keep it away from everything else, so it isn't included in your Dashboard or Reports or anything.

  • dan.greenberg.ct
    dan.greenberg.ct Quicken Mac Subscription Member ✭✭✭

    Thanks Jon, that was the answer. When I uncheck Keep Separate but check Hidden, the transactions showed up.

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭
    Answer ✓

    Here's a little trick that I use… if you mark an account as Closed, but Not Hidden and Not Separate, it will be hidden (not listed) in the sidebar, but still included in searches in All Transactions and in its account type group. I find this very useful for closed credit card accounts so that when I search the Credit Card group, transactions in these closed accounts still show up.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • dan.greenberg.ct
    dan.greenberg.ct Quicken Mac Subscription Member ✭✭✭

    That's what I ended up doing for all my accounts (unchecked hidden and keep separate). I was definitely under the wrong impression on what those did but strictly my fault for not doing any research on them. I had thought incorrectly that if I closed the accounts, it would still appear in the sidebar and was never sure which checkmark, if any, prevented that. I now know.

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