no display option

Question

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 · Accepted Answer

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 · Accepted Answer

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.