How to report by category for each tag with columns for months

Unknown

In Quicken Deluxe 2019, I'm trying to create my first report. I made tags for each of my three rentals as you all suggested. But now I'm having trouble finding a report that vertically shows the categories and subcategories for each tag while it displays the months in cols across. 

And to show everything else, must I create a similar report for "no tags."  or is there a way to show everything else ABOVE the rental expenses in one report? 

Unknown

Unknown

Beijing Mac

Beijing Mac

Is this what you are looking for?  Shows multiple properties "tags" in the columns and the left hand side has categories and subcategories.  This report started under the Rental Property section of the reports window, under "Cash Flow" I believe is the default.

Please click "Like" if this is a satisfactory answer.

You can customize the report by the "show columns" option and selecting tag.  I think it is under the advanced tab.

Unknown

Is this what you are looking for?  Shows multiple properties "tags" in the columns and the left hand side has categories and subcategories.  This report started under the Rental Property section of the reports window, under "Cash Flow" I believe is the default.

Please click "Like" if this is a satisfactory answer.

Gosh I looked at that Advanced tab and missed "show subcategories." Thank you! I'm now feeling like I might get the hang of this within the first week.

Unknown

Is this what you are looking for?  Shows multiple properties "tags" in the columns and the left hand side has categories and subcategories.  This report started under the Rental Property section of the reports window, under "Cash Flow" I believe is the default.

Please click "Like" if this is a satisfactory answer.

Thanks Beijing Mac, I actually looked at the cash flow by tags reports, but for some reason I didn't think it was what she wanted.

Unknown

Is this what you are looking for?  Shows multiple properties "tags" in the columns and the left hand side has categories and subcategories.  This report started under the Rental Property section of the reports window, under "Cash Flow" I believe is the default.

Please click "Like" if this is a satisfactory answer.

I probably didn't the exact same thing you did Teri Mu.

mshiggins

Is this what you are looking for?  Shows multiple properties "tags" in the columns and the left hand side has categories and subcategories.  This report started under the Rental Property section of the reports window, under "Cash Flow" I believe is the default.

Please click "Like" if this is a satisfactory answer.

From C. D. Bales:


" ... for some reason I didn't think it was what she wanted".


You were right.


Based strictly on the contents of the original post ("I'm having trouble finding a report that vertically shows the categories and subcategories for each tag while it displays the months in cols across"), it wasn't what she wanted.


To my knowledge, there is no Quicken report that would provide the original poster what was asked for.


The solution offered (and accepted) here does not contain any breakdown by month. And the only way I know of to get that breakdown by month in one report is to sacrifice one of the other two desired factors (category and tag).


You can, however, easily change the two criteria the report will use without recreating the report from scratch: both the Row contents and the Column contents are selectable in the Customize dialog (though periods, such as "month", can only appear in columns; while categories and tags can appear in either rows or columns).

Beijing Mac

Unknown

Thanks. Actually, it seems to me it would be easy to show three dimensions by simply showing each tag's info grouped vertically by category with the months in cols. But I've surrendered to one report per tag.  I'm  beginning to feel this is doable.