no display option

Alankh7

Quicken 2019 for Mac.  Created a spending over time customized report for the past 4 years and the report displays columns month to month.  I want to change the columns to display each year, not each month, but don't see how to accomplish this... in the pc version there was a display option when customizing reports that would toggle the report to yearly or monthly etc...  How do I do this in Mac. 

John_in_NC

I think you will want to setup one of the new cross tab reports. Choose to create a new Summary Report as follows:



You can then customize as needed from there.

J_Mike

Start with Reports > New Report > Summary
Select Rows = Categories
Columns - Time
Time Interval = Year
Create the report
Open customize dialog to adjust the overall time interval.

You can drill down on individual values for the underlying detail.

John_in_NC

I think you will want to setup one of the new cross tab reports. Choose to create a new Summary Report as follows:



You can then customize as needed from there.

J_Mike

Start with Reports > New Report > Summary
Select Rows = Categories
Columns - Time
Time Interval = Year
Create the report
Open customize dialog to adjust the overall time interval.

You can drill down on individual values for the underlying detail.

Alankh7

Thanks for the help.  Your suggestions solved my problem!