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Old 06-15-2006, 11:32 PM
Starone
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Default Re: Custom Report based on search of Memo Text

Thanks. I understood the manual to say that the Text would search the Payee
field, but thankfully was wrong.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Starone wrote:
> > Is there a way to build a custom report with a simple text string search on
> > the Memo field? The memo field is commonly used to classify certain
> > transaction outside of budget categories and such. This type of report is
> > common in other financial software packages.

> Use advanced reports.
> Select a report such as Account Transactions.
> Click Customize.
> On the Rows&Columns tab you probably want to include Memo.
> On the Text tab, enter the text you would like the memo to include.
> Make any other changes to date etc.
> Apply.
> You could save the customized report as a Favorite.

 
Old 06-15-2006, 10:28 PM
Cal Learner-- MVP
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Default Re: Custom Report based on search of Memo Text

In microsoft.public.money, Starone wrote:

- quote -

> Is there a way to build a custom report with a simple text string search on
> the Memo field? The memo field is commonly used to classify certain
> transaction outside of budget categories and such. This type of report is
> common in other financial software packages.


Use advanced reports.
Select a report such as Account Transactions.
Click Customize.
On the Rows&Columns tab you probably want to include Memo.
On the Text tab, enter the text you would like the memo to include.
Make any other changes to date etc.
Apply.

You could save the customized report as a Favorite.
  #-1  
Old 06-15-2006, 10:11 PM
Starone
Guest
 
Posts: n/a
Default Custom Report based on search of Memo Text

Is there a way to build a custom report with a simple text string search on
the Memo field? The memo field is commonly used to classify certain
transaction outside of budget categories and such. This type of report is
common in other financial software packages.
 

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based, custom, memo, report, search, text
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