feature request: Add months capabilities on reports for income so you can breakdown income over mont

Robert Fischer

feature request: Add months capabilities on reports for income so you can breakdown income over months with a subtotal. You can only get the expenses by month currently

jacobs

@Robert Fischer You can create such a report in Quicken Mac -- it's just not a pre-built report, like the old Spending Over Time, so it may not be intuitive how to get the result you want:

• Go to Reports > New Report
• Select Summary report
• Select Rows=Category, Columns=Time, Interval=Month
• Click Create Report
• Click Customize
• If you don't want the time interval default for this report, which is Last 12 Months, set the date range you wish, such as This Year or Last Year
• Click on the Categories tab
• Click Clear All at the bottom, then scroll through the list and select only the income categories you want in the report. (That's a little annoying, I know, but you only have to do it once to create the report.)

That will give you a report of income categories, by month.