Any way to print Budget Report without second-level detail?

Phil Burton
Phil Burton Quicken Windows Subscription Member, Windows Beta Beta
in Budgeting and Planning Tools (Windows)
I just want to see the top-level categories when I'm reviewing the overall budget

Been using Quicken (and TurboTax) since DOS days in 1990s. Now using Quicken subscription on Windows.

Answers

  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Phil Burton

    Thank you for taking the time to visit the Community to ask your question although I apologize that you have not received a response.

    If you have not done so already, I would open the budget and navigate to the budget. I would then choose Report > Current Budget.

    The current budget report can be collapsed to display the top-level categories. Will this report work to show you what you need?

    -Quicken Tyka
    ~~~***~~~
  • Phil Burton
    Phil Burton Quicken Windows Subscription Member, Windows Beta Beta
    Tyka,

    After playing around a bit with that report from the main part of Quicken, it does accomplish what I'm trying to do for the current year.

    However, if I am in PLANNING, and then I select File > Print Budgets I can't seem to display top-level categories only.

    Been using Quicken (and TurboTax) since DOS days in 1990s. Now using Quicken subscription on Windows.

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