Filters

Discussion List

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  3

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  In Reports, show a count of transactions matching the filters

  GC_MC 22 views 2 comments 3 points Most recent by Coach Natalie March 30Feature Requests
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  DryHeat 59 views 13 comments 0 points Most recent by EL1234 March 27Feedback
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  QBP: Allow Filtering By Usage (edited)

  Active Stroobs 17 views 0 comments 1 point Started by Stroobs March 22 Quicken Business & Personal Feature Requests
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  No transactions shown when filtering to personal on mobile (edited)

  Lhh 136 views 12 comments 0 points Most recent by Coach Jon March 5General Troubleshooting
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  Ability to filter transactions by day of month (edited)

  Active sbennet1 32 views 3 comments 2 points Most recent by sbennet1 February 3Feature Requests
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  Ability to filter transactions by Pending/Cleared (edited)

  In Review Mike0514 22 views 1 comment 2 points Most recent by Coach Natalie December 2025Feature Requests
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  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 24 views 1 comment 2 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 551 views 20 comments 62 points Most recent by patate1684 December 2025Feature Requests
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  Advanced Filters not working in the Income & Expense Report

  Closed System 45 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Can no longer “Select All” in filters

  Closed Coastal 48 views 3 comments 0 points Most recent by Coach Jon October 2025Troubleshooting
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  Merged: Filter option to exclude options

  Closed brad_bell 1 view 0 comments 1 point Most recent by brad_bell October 2025Feature Requests
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  Add an "All Flags" option to the Flag Filter menu (edited)

  DryHeat 13 views 0 comments 1 point Most recent by DryHeat October 2025Feature Requests
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  Transaction History Settings

  UrsulaA 649 views 22 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 71 views 16 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 13 views 0 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Add a Payee Filter for empty payee names (edited)

  N4KHQ 52 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  3

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  Add a 'Tax Related' Filter Option (edited)

  Active gpolkga 23 views 3 comments 3 points Most recent by gpolkga September 2025Feature Requests
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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
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  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 96 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting
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  4.66.0 version has duplicate Uncategorized category in filters (edited)

  Closed JeffCB 101 views 9 comments 0 points Most recent by DryHeat August 2025Report a Bug
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  No Tag Filter (edited)

  Closed ronlm 12 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
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  Recent 12 Months - Make this a full 365 days (edited)

  Active Jm1295 42 views 2 comments 5 points Most recent by Jm1295 August 2025Feature Requests
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  Subtotal dollar amount when using the filter option under Transactions

  Closed GB4 25 views 1 comment 1 point Most recent by Coach Jon July 2025Managing Your Transactions
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 23 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  Date range doesn't include last 12 months

  Closed Oren 12 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  No date filter on transaction lists

  Closed kevitay 48 views 1 comment 2 points Most recent by Coach Jon June 2025Feedback
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  Make it more obvious when filters are applied to the register (edited)

  Active BigEquator 11 views 2 comments 3 points Most recent by Coach Kristina May 2025Feature Requests
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  Is there the ability to search by transaction name only?

  Closed RobWilk 43 views 3 comments 0 points Most recent by RobWilk March 2025Managing Your Transactions