Can I hide all transactions with a certain payee?

Question

I can't figure this out but I'm sure it's simple.

I have an RMA account that allows me to write checks and use a credit card, in other words, typical RMA.

They constantly sell shares of their dollar fund to cover purchases I've made and buy funds with deposits I make, again, typical. What isn't typical is that unlike other RMA funds these sales and purchases are shown in the transaction records and prevent me from balancing as the amounts never seem to add up??????

I've worked around the problem by ignoring (leaving unchecked) all transactions involving this fund which allows me to balance w/o problems but I'd really like to be able to hide all such transactions.

Is it possible? If so how?

Meanwhile I'm working on the better option IMHO of how to balance and include these transactions but so far, that's eluded me also.

XS11E · Accepted Answer

XS11E  wrote:

wbertram · Answer

YESAt least in transaction, and maybe other, reports.In the Customize box of a transaction report, under the Category tab, on the right side, there is a box with the title "Include Payees".  If you enter in this box       ~Joe Smithall transactions with Joe Smith as the payee will be excluded from the report. Similarly for Categories that you wish to exclude.The use of the Tilde (~) to exclude items from a report was covered in the Help Files of early DOS versions of Q.  I am not sure if it is still in the newer Help Files, but the functionality still works up through Q2009.

XS11E · Answer

Thanks, but what I'm asking has nothing to do with reports* and the customize option isn't in the register nor the balance screen which is where I need it to be...

Oddly enough, in all the years I've used Quicken I've never created a report, never had any use for that function at all!

Can I hide all transactions with a certain payee?

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