How do I customize an expense report to show payments by each transaction?

DLCas
Member ✭✭
How do I get an expense report to show each transaction in a given saved category?
0
Best Answers
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In the Itemized Categories report, click on the plus sign next to a category to show the details.
To expand all the categories, click on Update to Show at the top of the report and select Transaction Detail.
If the details still don't show, click on the gear at the top right of the report and at the bottom right of the Display tab, click on Reset Columns.QWin Premier subscription5 -
There are several ways to do this depending on how you want the final output to look.Try Reports > Banking > Transaction. When the report opens, click Customize (looks like a flower). Go the the Categories tab of the report and clear all the categories except the one(s) you want in the report.Then customize the date range and subtotal as desired.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
5 -
I suggest you double left-click on the amount in the expense report.5
Answers
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I can't figure out how to get an expense report to show the payee and the dollar amount of each transaction in a given category. I use Quicken 2019. How do I do it?0
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In the Itemized Categories report, click on the plus sign next to a category to show the details.
To expand all the categories, click on Update to Show at the top of the report and select Transaction Detail.
If the details still don't show, click on the gear at the top right of the report and at the bottom right of the Display tab, click on Reset Columns.QWin Premier subscription5 -
There are several ways to do this depending on how you want the final output to look.Try Reports > Banking > Transaction. When the report opens, click Customize (looks like a flower). Go the the Categories tab of the report and clear all the categories except the one(s) you want in the report.Then customize the date range and subtotal as desired.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
5 -
I suggest you double left-click on the amount in the expense report.5
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