Why can't I select transactions for specific dates?

Don46
Don46 Member
edited December 18 in Troubleshooting

I'm trying to prepare taxes and find it frustrating not to be able to filter transactions for 2024. I see lots of people complaining about this need but no solutions.

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Comments

  • SRC54
    SRC54 Member ✭✭✭✭
    edited December 18

    Hi. You have to do it in Reports rather than from the Register. You should be able to choose This Year, then choose what categories you want to see. You'll have to do one for Expenses and then another one for Income.

    I do wish they would add a Tax Report, but of course we would still have to choose the tax categories, wages, dividends, interest, medical, taxes, etc.

    Hope this helps.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009