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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:
- Select the date range you want to view transactions for.
- Select the type of transaction you want to view.
- Further refine the type of transaction you want to view.
- In the Search field, enter the text you want the transactions to contain.
Columns that are searchedThe following columns are searched for the text you enter, but only if they are currently visible in the register. If you want to search a column that isn't visible, see Change the columns in a register to learn how.
- Date
- Posted date
- Number (Check Number, Reference, Invoice Number)
- Downloaded reference
- Type (invoice accounts only)
- Payee
- Downloaded Payee
- Category (includes transfer account names)
- Tag
- Memo
- Notes
- Due date (invoice accounts only)
- Downloaded Memo
- Account
- Payment (Charge, Withdrawal, Spent, Decrease, Charged, Billed)
- Downloaded Amount
- Deposit (Payment, Received, Increase, Paid)
- Amount
Columns that are not searched
The following columns are not searched for the text you enter, even if they are visible in the register.- Flagged
- Status
- Tax Related
- Tax Line Item
- Attachment
- Downloaded Transaction ID
- Exp (expense)
- Clr (cleared)
- Balance
- 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.
- Click Reset to return a register to its unfiltered state.
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