is there any way to get a report by transaction, organized by category?

rebekahmulder
Quicken Windows 2016 Member
Can you help me get a report which shows items by transaction (income and outgo) organized by category?
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Answers
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You might try Reports > Spending > Itemized Categories and click on Update to Show and Transaction detailQWin Premier subscription0
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I can't get mine to work either. I can expand each category, but no way to show all the categories with their transactions0
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Hi @rebekahmulder & @olinrich
I would suggest that you try the following:
1) Click on "Reports" > "Banking" > "Transaction"
2) When the "report" opens - choose your date range (which offers a number of options);
3) Then, in the "Subtotal by:" dropdown - select "Category";
4) And finally, in the "Sort by:" dropdown - I suggest you use "Account/Date".
Let me know how that goes and if you have any followups.
Frankx
Quicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
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