Bank Account

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suttonque
suttonque Member ✭✭
in Reports (Windows)
I want to make a new itemized category report for an existing checking account, beginning 1/1/19, and which includes category balances from 12/31/18. Is this possible, and if so, how?

Answers

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
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    There is a Quicken Standard Report called "Spending by Category".  Reports>Reports and Graphs Center>Spending by Category. 

    Have you had a look at that?   

    You can customize the report by adjusting dates, totals by time period, and accounts to include, et al.  See image.  Does this help you get started?



  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    suttonque said:
    I want to make a new itemized category report for an existing checking account, beginning 1/1/19, and which includes category balances from 12/31/18. Is this possible, and if so, how?
    Categories do not have associated "balances" at any point in time.  As such, I don't think what you seek is possible.  What @Scooterlam offered is about as close as you can get.  The only extension I might offer beyond that is one such report from beginning to 12/31/18, then a second report for 2019.  
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