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Register filters are located at the top of spending account registers.

Register filters can find specific types of transactions, containing specific text—for example, only deposits or only uncategorized transactions containing the word "tax". Filtering is only available in registers (not in investment account transaction lists).

To find transactions using register filters:

1. Select the date range you want to view transactions for.
   • What about future transactions?

     Each date range option includes the specified date range plus future transactions. For example, Current Quarter displays all transactions dated for the current quarter and all future transactions (first day of this quarter to the last future dated transaction).

2. Select the type of transaction you want to view.
   • Any Type
     Displays transactions of any type (filtering is turned off).
   • Payment
     Limits the register display to payments (outflows from the account).
   • Deposit
     Limits the register display to deposits (inflows into the account).
3. Further refine the type of transaction you want to view.
   • All Transactions
     All transactions in this account are displayed (filtering is turned off).
   • Uncategorized
     Limits the register display to transactions that don't have a category assigned.
   • Unreconciled
     Limits the register display to transactions that haven't been reconciled.
   • Cleared
     Limits the register display to transactions that have been cleared.
   • Uncleared
     Limits the register display to transactions that haven't been cleared.
   • Flagged
     Limits the register display to transactions that have been flagged.
4. In the Search field, enter the text you want the transactions to contain.

1. Quicken displays the filtered transactions in the register. At the bottom of the register you'll find a count of the number of transactions found, and their balance.
2. Click Reset to return a register to its unfiltered state.

The Find feature is located at the top right of investing account transaction lists. Here is what to look for:

Use it to look for specific words, phrases, or amounts in your investing accounts.

1. Open an investing account.
2. Click Find at the top of the transaction list. 
3. Select a field name to search.
4. Select the way you want Quicken to search.
   
   • Contains
     Restricts the search to transactions that contain the text or the amount you entered in the Find field.
   •  Exact

     Restricts the search to transactions that have an item that exactly matches what you entered in the Find field. Exact matches work with both text and dollar amounts.

     Example: If you enter Sunshine Brokerage and limit the search to the Payee field, Quicken finds all transactions that are related to Sunshine Brokerage.

   • Starts with

     Restricts the search to transactions that have an item that starts with the characters or phrase you entered in the Find field.

     Example: If you enter 6 and limit the search to the Date field, Quicken finds all the transactions you recorded in the month of June (the sixth month).

   • Ends with

     Restricts the search to transactions that have an item that ends with the characters or phrase you typed in the Find field.

     Example: If you enter 17 and limit the search to the Date field, Quicken finds all the transactions you recorded in 2017.

   • Greater

     Restricts the search to transactions that have amounts greater than the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

     Example: If you entered 1000, Quicken finds all deposits that are $1000 or more and all payments that are $1000 or less.

   • Greater or equal

     Restricts the search to transactions that have amounts greater than or equal to the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

     Example: If you entered 1000, Quicken finds all deposits that are $1000 or more and all payments that are $1000 or less.

   • Less

     Restricts the search to transactions that have amounts less than the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

     Example: If you entered 1000, Quicken finds all deposits that are less than $1000 and all payments that are greater than $1000.

   • Less or equal

     Restricts the search to transactions that have amounts less than or equal to the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

     Example: If you entered 1000, Quicken finds all deposits that are $1000 and below and all payments that are $1000 and above.

5. Enter the word, phrase, or amount you want to find.
6. Click Find to search for the next match in the currently displayed transaction list. You can search forward or backward.
7. Click Find All to search for all matches in any of your transaction lists. In the Search Results window, select the transactions you want to change (excluding security-based transactions) and then click Edit Transaction(s). Or, double-click a transaction to view that transaction. (Optional)