How do I filter reports and graphs?
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.
- Display the report or graph you want to filter.
- Click Customize.
- Click the Advanced tab to limit transactions by their amounts or transaction types.
- Click the Categories, Payees, Tags, or Securities tab.
- In the Payee, Memo, and Category fields, enter the payee, memo, or category to match.
- 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 |
- 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 |
- 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) |
- 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 |
- 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 |
- 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.
