How To Filter Reports and Graphs

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Quicken provides filters that let you define what must be true about a transaction for it to be included in a report or graph.

  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. Not all options are available for every type of report or graph.
  4. Click the Categories, Payees, Classes, or Securities tab. Quicken displays the Classes tab in the Customize dialog only if you've created classes.
  5. In the Payee, Memo, and Category fields, enter the payee, memo, or category to match. If you do not 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 class or memo match, Quicken also searches through entries in the Split Transaction dialog.

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
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