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Subject Author Date
What's best report for all transactions? las 01-19-2007
Posted by las on January 19, 2007, 1:50 pm
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 I want to do a very simple thing. I want to get a report of all the
checks written on one account. But the Reports all have their own
organization already in place, often summing by something, even after I
"expand all". I see how to customize for a single account, and
customize the date range, etc., but which report should I start from to
get the simplest listing of all transactions that I can play with?

tia
las


Posted by Bob L. on January 19, 2007, 2:50 pm
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 * las wrote:
> I want to do a very simple thing. I want to get a report of all the
> checks written on one account. But the Reports all have their own
> organization already in place, often summing by something, even after I
> "expand all". I see how to customize for a single account, and
> customize the date range, etc., but which report should I start from to
> get the simplest listing of all transactions that I can play with?
>
> tia
> las
>
Try going to the register for the checking account and clicking Report
in the upper right hand corner (at least that's where it in Q2006), then
pick register report. You can then export to Excel from there.

Bob L.

Posted by las on January 20, 2007, 10:04 am
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I'm running Quicken 2006, Basic, QA 5.
By "register" do you mean the complete list of transactions you see
first when you click on an account in the list on the left? It has
"summary" and "transactions" tabs.

If "yes," that's certainly the content I wanted. But I don't see any
"Report" in the upper right corner. There's the big "Reports" menu
item that's always along the top (3rd from left), but there is no
"Register" report there, and it doesn't seem to be oriented to the
account that is currently chosen (transactions are all showing).

tia
las

Bob L. wrote:
> Try going to the register for the checking account and clicking Report
> in the upper right hand corner (at least that's where it in Q2006), then
> pick register report. You can then export to Excel from there.
>
> Bob L.


Posted by Bob L. on January 21, 2007, 10:33 am
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I have 06 Deluxe but I am surprised it wouldn't be there in basic. In
deluxe its on the "register" tab which I imagine is the same as your
Transactions and its on the right along with View, Report, Options, How
Do I. If not there, you may want to upgrade to deluxe. You may be able
to do that by unlocking it from your current version (for a charge of
course). Also, are you sure you set up your account as a checking
account and not as an investment account?

Bob L.

* las wrote:
> I'm running Quicken 2006, Basic, QA 5.
> By "register" do you mean the complete list of transactions you see
> first when you click on an account in the list on the left? It has
> "summary" and "transactions" tabs.
>
> If "yes," that's certainly the content I wanted. But I don't see any
> "Report" in the upper right corner. There's the big "Reports" menu
> item that's always along the top (3rd from left), but there is no
> "Register" report there, and it doesn't seem to be oriented to the
> account that is currently chosen (transactions are all showing).
>
> tia
> las
>
> Bob L. wrote:
>> Try going to the register for the checking account and clicking Report
>> in the upper right hand corner (at least that's where it in Q2006), then
>> pick register report. You can then export to Excel from there.
>>
>> Bob L.
>

Posted by John Pollard on January 21, 2007, 11:38 am
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Bob L. wrote:
> I have 06 Deluxe but I am surprised it wouldn't be there
> in basic. In deluxe its on the "register" tab which I
> imagine is the same as your Transactions and its on the
> right along with View, Report, Options, How Do I. If not
> there, you may want to upgrade to deluxe. You may be
> able to do that by unlocking it from your current version
> (for a charge of course). Also, are you sure you set up
> your account as a checking account and not as an
> investment account?

Op is in an investment account; so no register report.

I know it's a bit confusing since the request referred to check
numbers; but with the account tabs being "Summary" and
"Transactions"; it has to be an investment account.

So I think the op will have to be content with either, or both,
of the two Transaction reports: Banking and Investment.

> Bob L.
>
> * las wrote:
>> I'm running Quicken 2006, Basic, QA 5.
>> By "register" do you mean the complete list of
>> transactions you see first when you click on an account
>> in the list on the left? It has "summary" and
>> "transactions" tabs. If "yes," that's certainly the content I
>> wanted. But I
>> don't see any "Report" in the upper right corner. There's the
>> big "Reports" menu item that's always along
>> the top (3rd from left), but there is no "Register"
>> report there, and it doesn't seem to be oriented to the
>> account that is currently chosen (transactions are all
>> showing).

--
John Pollard
First initial underscore Last name at mchsi dot com
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