Can not create report based on Sub Categories.

Unable to a create transaction report based on a 'Sub Category' only. This would be a useful feature. It could be accomplished by allowing ':Sub Category Name' in the >Customize Transaction>Categories>Matching>Category field.
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Comments

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Do you use the same Sub-Cat name in more than one main category?
    And, why can't you filter the Transaction report to select only that sub-cat?  REPORT, Transaction, click on the Categories tab, Clear All and then select the sub-cat that you want to report on.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    If you only want to include a subcategory in a transaction report, you should be able to check the subcategory on the list:


  • jlberlind
    jlberlind Member
    Yes I use the same Sub-Cat in many main categories.

    That works except there is no way to 'Save' a report configuration which means I have to pick out the selections every time I want to create that report.

    In Quicken DOS and Quicken 2004 I used the 'Class' field for the purpose. The 'Tag' field doesn't work for my criteria.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    jlberlind said:
    Yes I use the same Sub-Cat in many main categories.

    That works except there is no way to 'Save' a report configuration which means I have to pick out the selections every time I want to create that report.

    In Quicken DOS and Quicken 2004 I used the 'Class' field for the purpose. The 'Tag' field doesn't work for my criteria.
    To save the report configuration, press Alt + S while viewing the report.
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Tag is the same as class.  Just a new name.  It should work the same.  
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