How do I do a report to show Payees and Categories grouped by year.

Allan Huso

I am using Mac 2020 Starter V 5.13.3. I would like to be able to do an expense printout with the data subtotaled by the year. I have data back to 2005. I can see where I could do separate yearly printouts, however, I would like to see a total for all of the years at the end.?? Thanks, Allan

J_Mike

Am not sure what report templates are include in the SE version but try this;
Select the Reports tab
Select Create Summary Report.
In the popup dialog Set Rows = Categories, Columns = Time and Time Interval = Year.
Select Continue To Customize.
Set the date range desired.
If necessary, select Include accounts hidden from reports.
Select OK.

Allan Huso

Thanks for the reply, I'll try the settings later this a.m.

Allan Huso

I got things to work. Quicken 2007 was a lot easier to use, related to reports. Thanks.