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

Question

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 · Accepted Answer

@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.