how can I create a catergory report for specific time period?

johnpeds

I sure I used to create a report showing spending by category over a specific time period. Now if I asked for a half year report it's cluttered with a page of columns going back years to before I used Quicken

jacobs

@johnpeds Yes, you can create such a report. It depends whether you want just a summary report (the just total amount for each category) or a transaction report (all the transactions in each category, subtotaled by category).

For a summary report:

• Reports > Create Summary Report
• Select Rows=Category
• Select Columns=Time
• Select Interval=None
• Continue to Customize
• Set your date range for This Year or whatever date range you want

The resulting report will have just two columns: categories and amount for whatever range you selected.

For the detailed report showing all transactions in each category, do the same, except select Create Transaction Report.

jacobs

@johnpeds Yes, you can create such a report. It depends whether you want just a summary report (the just total amount for each category) or a transaction report (all the transactions in each category, subtotaled by category).

For a summary report:

• Reports > Create Summary Report
• Select Rows=Category
• Select Columns=Time
• Select Interval=None
• Continue to Customize
• Set your date range for This Year or whatever date range you want

The resulting report will have just two columns: categories and amount for whatever range you selected.

For the detailed report showing all transactions in each category, do the same, except select Create Transaction Report.

johnpeds

Jacobs, Thank you very much