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Searching, sorting, and filtering transactions

From: Quicken 2014 Essential Training

Video: Searching, sorting, and filtering transactions

One of the most powerful features of the If you want to search on a specific key word, such I'll search on Starbucks to find any payments Jeannie's made to Starbucks.

Searching, sorting, and filtering transactions

One of the most powerful features of the account register in Quicken, is the ability to sort,search and filter your transactions to easily find the details for our past payment or deposit. From time to time, you may need to find a past transaction or a group of transactions in the account register in Quicken. For example, you may want to compare your payments you've made to a specific payee over the last year. Find all your expenses for a trip, or find out how much you've earned in your last paycheck. Quicken can do a lot of easy ways to sort, search for, and filter your transactions in your spending accounts.

You can always use the scroll bar along the right hand side of the register to scroll through transactions. This may be an easy way to search the transaction, if the transaction is recent. You'll see a date change as you scroll. This represents the date of the transaction that will appear at the top of the register window when you stop scrolling. If you want to search on a specific key word, such as payee or a note or a tag you've made. You can search the register using the search field. I'll search on Starbucks to find any payments Jeannie's made to Starbucks. Click the X to remove the search criteria and return to the full register.

You can also, sort on any of the register columns simply by clicking the Title of the column. By default, transactions are sorted by date with the most recent transaction at the bottom. You can sort this for the most recent transactions at the top. You can also sort by check number, payee or category. For example, if you're looking at this month's insurance payment and you want to compare it quickly to other payments, you could sort the Payee column to see all of these transactions in order. You do this same kind of sorting on any of the other columns as well. You can also filter your transactions by using these dropdown menus along the top.

You can see a limited range of transaction dates, or just see payments, or just see cleared or uncleared transactions. For example, if I'd like to see all my payments that have cleared through my bank in the last 30 days, I'd select Last 30 days, payments, and cleared. And I see a filtered list, of the payments that have cleared in the last 30 days. Click Reset to return to the original account register.

The account registers for your spending accounts are likely where you'll spend most of your time when you're working with Quicken. Practice searching, sorting, and filtering your transactions so you can easily find the transactions you need to work with.

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This video is part of

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Quicken 2014 Essential Training

47 video lessons · 1630 viewers

Sally Norred
Author

 
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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