How do I create a report by category and/or payee month by month for full quarter/year?
fweiss1
Quicken Windows Subscription Member ✭✭
For example, the row is by category/payee with row total. Columns for each month of a specified quarter/year with column total.
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Best Answers
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For a category report with monthly (e.g.) columns Reports > Spending > Income and Expense by Category.
For payees, same menu location - Income and Expense by Payee
Quicken user since 1990, MacBook Pro M2 Max on Sonoma 14.7.1
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To build on @MontanaKarl's post, if you want to see the transactions that produced a particular number in the report, you can double-click on the number.QWin Premier subscription1
Answers
-
For a category report with monthly (e.g.) columns Reports > Spending > Income and Expense by Category.
For payees, same menu location - Income and Expense by Payee
Quicken user since 1990, MacBook Pro M2 Max on Sonoma 14.7.1
1 -
To build on @MontanaKarl's post, if you want to see the transactions that produced a particular number in the report, you can double-click on the number.QWin Premier subscription1
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Thank you both for your quick responses!1
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