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

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
    J_Mike SuperUser ✭✭✭✭✭
    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.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Allan Huso
    Allan Huso Member ✭✭
    Thanks for the reply, I'll try the settings later this a.m.
  • Allan Huso
    Allan Huso Member ✭✭
    I got things to work. Quicken 2007 was a lot easier to use, related to reports. Thanks.
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