How do I see a list of Projects that aren't marked with Billable?

Flopbot
Flopbot Superuser, Beta Tester ✭✭✭✭✭
edited February 12 in General Troubleshooting

I have a number of Projects created under one Client (Faire)…

Who's transactions are marked like this with Billable unchecked…

How do I see a list of ALL the transactions related to this project?

Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.

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Best Answer

  • Coach Kristina
    Coach Kristina Moderator admin
    Answer ✓

    Hello @Flopbot,

    When I tested in my Quicken Simplifi, I noticed that All Transactions does have the Client/Project column. Unfortunately, I didn't see any way to sort by that column or to filter for one specific Project or Client.

    One thing you may be able to do is assign a colored flag to transactions from those Projects. You are able to filter by flag. However, you mentioned in your other post that you have a lot of Projects, so you may run out of colored flags too fast.

    I hope this helps!

    -Coach Kristina

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