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Quicken Classic for Mac
Reports (Mac)
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
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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.
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