Memorized Transaction Required to be able to view all transactions via register drop=down

Apr 24, 2026 Last reply: 3 months ago 2 Replies

Recently I wanted to see all transactions for a particular payee in my register but there was no drop down icon on the payee line. Turns out that one needs to have a memorized transaction for that payee in order to have the drop down populated. Many of my entries come into my register via a automatic "Bills, Income, and Transfers" register entry and they're not in the memorized transaction list.



Seems like a waste to have to memorize one of these to get that drop down facility to work.



(Where's my friend John Pollard when you need him?)


n the upper right hand corner type the payee's name in the search transactions box

Yes, thanks, indeed that's a generalized search box for a character string that returns a list of transactions that contain that character string anywhere within the transactions (but not limited to just the payee). But the functionality I am referring to generates a payee-only report that immediately includes a time reference filter (6 months, 90 days, etc.) as well as generates a REPORT that one can export, save, modify, etc. (unlike just the search that you referred to). It's really a different facility.

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