Quicken Windows Help
Quicken Windows Help
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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.

  1. Display the report or graph you want to filter.

  2. Click Customize.

  3. Click the Advanced tab to limit transactions by their amounts or transaction types.

  4. Click the Categories, Payees, Tags, or Securities tab.Where is the Tags tab?Quicken displays the Tags tab in the Customize dialog only if you've created tags.

  5. In the Payee, Memo, and Category fields, enter the payee, memo, or category to match.How do I enter match information?Match characterType 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 followsMatch character is: = (equal sign)ExampleThis report or graph includesThis report or graph doesn't include=taxtax, Tax, TAXtaxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilities~=taxtaxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilitiestax, Tax, TAXMatch character is: .. (two periods)ExampleThis report or graph includesThis report or graph doesn't include=..taxtax, Tax, TAX, surtax, property taxtaxable, tax deduction, Tax Self:state, new tax loss, rent, utilitiestax..tax, Tax, TAX, taxable, tax deduction, Tax Self:statesurtax, new tax loss, rent, utilitiest..xtrix, tx, tkx, t-----x, tax, Tax, TAXtaxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilities..tax, rent, utilitiestransactions that are blank in the specified field (for example, uncategorized transactions)Match character is: ? (question mark)ExampleThis report or graph includesThis report or graph doesn't include==t?xtkx, tax, Tax, TAXtrix, tx, t-----x, taxable, tax deduction, Tax Self:state, surtax, new tax loss, rent, utilitiesMatch character is: ~ (tilde)ExampleThis report or graph includesThis report or graph doesn't include~taxrent, utilitiestax, 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 onWhat 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.