Quicken 2007 H&B - Simple Addition in the Register (Sum of selected transactions)

There are probably several other ways to tackle the problem.

If you could recategorize, chances are you could have selected on the existing category and coupled that with a date range to have selected the pertinent transactions without changing the category.

You could also have created a dummy account, then once you had selected the appropriate transactions in the existing account register, used copy/paste to put them in the dummy account ... whose balance would have been the total of just those transactions. You could have deleted the transactions or the entire dummy account after you had your answer.

To kill two birds with one stone (make selecting the transactions for reports easier, and to have a permanent record that those transactions were the ones used in the suit); you could have used Find/Replace to find the appropriate transactions and put some text like "class action transaction" in their Memo field. You could then select on that Memo field text in report Customize dialogs to select only those transactions.

This would be all well and good except, as I'm sure you know, Visa and MC transactions post days later, making travel and non-travel expenditures overlap all over the place at the beginning and end of a trip.

This seems like a logical thing to do, but a bit of work...

I like this idea the best, except that functionally one is using the memo field to emulate one's own categorization system, something it was not intended to do, but alas!

Now, of course I know that you are not Intuit and that we are at their mercy when it comes to implementing and improving features. What I would like to know is whether the "Sum of selected in status bar" feature makes sense and would be a desirable thing? Often times I am going over the register with someone on the phone, and wouldn't have the time to recategorize/find/replace whatever. Just would be nice to be able to select a group of transactions and get a quick total.

Thanks for your response, Jay G.

I would call if further categorizing your transactions, which is pretty close to one useful purpose of the memo field. Another example would be putting the "date of service" in the memo field for medical services.

I think you could also have used a Quicken "Class" for the "Class action" transactions.

I think Intuit does pay attention to user requests. Yours sounds sensible enough and simple enough to implement, that they might do it. You lose nothing by submitting the idea to Intuit.