I am wanting to create transaction reports for different categories such as Charity, Medical, etc. f

Steps to create a specific category report


  • RickO
    RickO SuperUser, Mac Beta Beta
    1. Menu Reports > Transaction Report
    2. Choose Row for how you want the report subtotaled
          Note: If you are making a report for a single category, no point in choosing "Category"
    3. Click Continue To Customize
    4. Set the timeframe for the report in the Date Range field
    5. Click the Category pane
    6. Click "Include only transactions with selected categories"
    7. Click Clear All to clear the category selection
    8. Checkmark the category(s) you want included (use the search box to find them)
    9 Click OK

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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