Quicken provides filters that let you define what must be true about a transaction for it to be included in a report or graph. For example, you can include transactions with only certain payees or categories, or specific securities.
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Display the report or graph you want to filter.
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Click Customize.
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Click the Advanced tab to limit transactions by their amounts or transaction types.
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Click the Categories, Payees, Tags, or Securities tab.
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Where is the Tags tab?
Quicken displays the Tags tab in the Customize dialog only if you've created tags.
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In the Payee, Memo, and Category fields, enter the payee, memo, or category to match.
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How do I enter match information?
Match character
Type of match
= (equal sign)
An exact match (include only transactions that exactly match the text you type)
.. (two periods)
A match that contains unspecified characters where you type .. (at the beginning, in the middle, or at the end of the text you type)
? (question mark)
A match with one unspecified character
~ (tilde)
The report or graph excludes all matches for the text that follows
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Match character is: = (equal sign)
Example
This report or graph includes
This report or graph doesn't include
=tax
tax, Tax, TAX
taxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilities
~=tax
taxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilities
tax, Tax, TAX
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Match character is: .. (two periods)
Example
This report or graph includes
This report or graph doesn't include
=..tax
tax, Tax, TAX, surtax, property tax
taxable, tax deduction, Tax Self:state, new tax loss, rent, utilities
tax..
tax, Tax, TAX, taxable, tax deduction, Tax Self:state
surtax, new tax loss, rent, utilities
t..x
trix, tx, tkx, t-----x, tax, Tax, TAX
taxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilities
..
tax, rent, utilities
transactions that are blank in the specified field (for example, uncategorized transactions)
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Match character is: ? (question mark)
Example
This report or graph includes
This report or graph doesn't include
==t?x
tkx, tax, Tax, TAX
trix, tx, t-----x, taxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilities
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Match character is: ~ (tilde)
Example
This report or graph includes
This report or graph doesn't include
~tax
rent, utilities
tax, Tax, TAX, taxable, tax deduction, Tax Self:state, surtax, new tax loss
~..
transactions that are blank in the specified field (for example, uncategorized transactions)
tax, rent, utilities, and so on
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What should I keep in mind as I enter match information?
If you don't know the exact item you want, you can use several special match characters. You can use upper- or lowercase characters (it doesn't matter). Quicken also ignores any spaces before or after the phrase you enter.
For a category or tag or memo match, Quicken also searches through entries in the Split Transaction dialog.
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