Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Reports (Windows)
How to include category groups in reports - instructions
Elaine2
Following Help instructions "how to include category groups in reports".
Step 4 Click Display tab
Step 5 In the organization list, select category group.
Issue is that no category shows up on the list.
Find more posts tagged with
Reports
Accepted answers
Boatnmaniac
If there is not even a column for the categories in the report:
In the report, click on the gear icon at the top right of the report to open the Customize popup.
Make sure you have the date range set to what you want.
Display tab: Click on "Reset Columns"
Accounts tab: Make sure the account(s) you want included in the report are checked. (I usually just "Select All" unless I want to keep a specific account out of the report.)
Do the same thing on the Categories, Payees and Tags tabs.
Advanced tab: Make sure "Amounts" = "All", "Tax related transactions" is not checked, "Transaction Types" = "All transactions", "Subcategories" = "Show All" and in the "Status" box all boxes are checked.
Click OK.
If this puts transactions into the report that you don't want included (such as specific categories, accounts or payees), pull up the Customize popup, again and then uncheck those that you do not want in it.
Once you are satisfied with the report, save the report so you won't need to go through all of this again the next time you pull up the report.
All comments
Boatnmaniac
If there is not even a column for the categories in the report:
In the report, click on the gear icon at the top right of the report to open the Customize popup.
Make sure you have the date range set to what you want.
Display tab: Click on "Reset Columns"
Accounts tab: Make sure the account(s) you want included in the report are checked. (I usually just "Select All" unless I want to keep a specific account out of the report.)
Do the same thing on the Categories, Payees and Tags tabs.
Advanced tab: Make sure "Amounts" = "All", "Tax related transactions" is not checked, "Transaction Types" = "All transactions", "Subcategories" = "Show All" and in the "Status" box all boxes are checked.
Click OK.
If this puts transactions into the report that you don't want included (such as specific categories, accounts or payees), pull up the Customize popup, again and then uncheck those that you do not want in it.
Once you are satisfied with the report, save the report so you won't need to go through all of this again the next time you pull up the report.
Elaine2
Thank you for this solution. I will try it in the morning. Will advise of success--
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of