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Quicken Classic for Windows
Reports (Windows)
Can't find/make report format I need (not MAC, but that's the only category!)
Temreguy2
I want to create a report that lists all transactions from my credit card accounts, subtotaled by account, then transaction--whatever. Everything I try seems to be by variations of category. Help!
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jacobs
Click on Reports on the blue menu bar
Click on Quicken Reports > Transaction
Double-click on Transactions by Account
Click on Customize
Click on the Accounts tab
Click on Selected Accounts
Click Clear All
Click on Credit Card
Adjust the time range if you wish (default is year-to-date)
Click OK
The resulting report will show all transactions in your credit card accounts, grouped by account. I think that's what you're asking for; post again if that's not what you intended. You can sort within each account by any other field by clicking on the column heading. (The default is date order, but you can click on Payee if you want the transactions grouped by Payee within each account.)
Temreguy2
That worked. Thank you.
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