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.
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:
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.
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.
Thanks so much. This goes such a long way to explaining my disorientation. I looked at a regular bank account, and it did, indeed,have a Register tab, and so on. Not what I wanted for my investment account, as you explained, but it's certainly good to know for sure why I wasn't seeing what I needed!
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