How do I run a report showing my spending for the last year but broken down by category per month?

coaches

How do I run a report showing my spending for the last year but broken down by category per month? I know how to do it by month but not one report that lists each month with detail by category all in one report.

Jim_Harman

With the spending by category report you may need to widen it on your screen to see the Interval setting at the top. Set it to Month and you should be good to go

UKR

And please remember to set the Date Range for the report. It defaults to "Year to Date".
If you want to see last year's data, select "Last year" from the Date Range selection list.

NotACPA

That's  a standard  report in QWin.  It's called  "Spending  by Category" ... and then you select MONTH for the column  option.

Why doesn't that work for you.

coaches

Yes, I can do it by one month at a time but I want a report that shows a span of months - ie Jan - June with each month showing the spending in each category.

Jim_Harman

With the spending by category report you may need to widen it on your screen to see the Interval setting at the top. Set it to Month and you should be good to go

UKR

And please remember to set the Date Range for the report. It defaults to "Year to Date".
If you want to see last year's data, select "Last year" from the Date Range selection list.