How do I create a report of my charitable donations

Jim Haynes

How do I create a report of my charitable donations?  When I click on the Reports tab, and name the report, and then select the report range then try and then select the expense category, I am taken to a window where all income and expense for the period appear.  How do I add just certain transactions? 

RickO

Click Reports > New Report. Next click "Transaction" for the report type. Give it a name. For Rows, select if you'd like to organize by Payee, Tag, Account or Date (time). (Don't pick Category since you are going to select one or few categories.) Click Create Report.

Now you have a tentative report on the screen. Next click the Customize (gear) button. Choose the date range for the report. For Accounts, Tags, and Payees, you probably want the first choice "all". On the Categories tab, choose "Include transactions with only selected categories". Click the Clear All button. Then either by scrolling or using the search box at the top, find and select your charitable donation category(s). Click OK.

You now have a report for just your charitable donations over the selected timeframe. You can rearrange the columns by dragging/dropping the headers and resize them by dragging the dividers between column headers. You can add other columns (eg. memo) by clicking the Columns button.

RickO

Click Reports > New Report. Next click "Transaction" for the report type. Give it a name. For Rows, select if you'd like to organize by Payee, Tag, Account or Date (time). (Don't pick Category since you are going to select one or few categories.) Click Create Report.

Now you have a tentative report on the screen. Next click the Customize (gear) button. Choose the date range for the report. For Accounts, Tags, and Payees, you probably want the first choice "all". On the Categories tab, choose "Include transactions with only selected categories". Click the Clear All button. Then either by scrolling or using the search box at the top, find and select your charitable donation category(s). Click OK.

You now have a report for just your charitable donations over the selected timeframe. You can rearrange the columns by dragging/dropping the headers and resize them by dragging the dividers between column headers. You can add other columns (eg. memo) by clicking the Columns button.

Jim Haynes

Thanks, perfect answer

jacobs

Alternatively, you can create the report with New Report > Transaction > Rows=Category.

Then do the same as @RickO said: Click Customize and set the Date Range to Last Year. Click the Categories tab. Click "Include only transactions with selected categories". Click the Clear All button at the bottom. Now scroll through the categories list and check the one(s) you use for charitable gifts. (Quicken's default is "Gifts & Donations:Charity", but you might use one or more of your own.) Click OK.

The resulting report is all your charitable gifts during the past year. You can show additional columns (such as Memo/Note) if useful; you can click on the Payee header if you want the list in alphabetical order.