I want to create a report that shows yearly Income by month (columns). Then in rows, transactions by Category (Rental Income) by Subcategory (Apt Complex) by Tag (Individual Unit). Quicken for Windows provides flexibility to create reports; I miss this in Quicken for Mac.
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Please go to THIS LINK, scroll down to the "List of Requests for Report Types" section, then click on and VOTE for any ideas you would find useful. This is how we can influence future development.
Jeff
Select New Report
Select Summary
In the "Create a Summary Report" box, name your report something like "Monthly Income" or "Income over Time"
Select Category for rows
Select Time for columns
Select Month for interval
Click Create Report.
Click Customize.
Click Categories, click Clear All, and then select all the income categories.
The report defaults to Last 12 months, but if you prefer another time interval, such as Last Year, you can change that in Customize.
The result is a report of income only, summarized by month, for whatever period of months you specify.