Haven't done a thorough search, but looking quickly haven't seen this discussed. I'd like to be able to generate a report that shows - for a medical expense that was incurred last year, but with a balance due payed this year --- just those payments I made this year.
If I limit my date range to this year, I don't get last year's incurred expenses, even if I paid a balance this year. If I expand my date range, it includes last year's payments.
Is there any way to do this? If not, should be a feature.
Take a look at the tax related reports, since they filter by date-of-payment rather than date-of-service.
db
THINK IT THRU! Have you explained your issue so that someone who knows nothing about you, or YOUR Quicken setup, can understand what your issue is? Are you using standard Quicken terminology, particularly with respect to FILES, ACCOUNTS and CATEGORIES?