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Quicken Classic for Windows
Reports (Windows)
How do I create a report by category and/or payee month by month for full quarter/year?
fweiss1
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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MontanaKarl
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
Jim_Harman
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.
All comments
MontanaKarl
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
Jim_Harman
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.
fweiss1
Thank you both for your quick responses!
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