Category Grouping

willit618

I am migrating from the Windows subscription version to the Mac subscription version. I am trying to find the "category grouping" functionality but have been unsuccessful. Basically, I want to create my reports with categories clumped together in customizable groups. For instance in my Windows version, I have a monthly spending report with grouping headings of "Education", "Misc Expenses", "Housing", "Insurance", "Loans", "Retirement", and "Income". Each grouping heading has multiple defined categories linked to it so that those categories are shown under the appropriate top level "category grouping" designation in my reports. Does this functionality exist in the Mac subscription version and if not, is it on the roadmap? Unfortunately, this severely limits the Mac version's reporting utility for me.

jacobs

This Quicken Windows feature sounds like it would be a useful addition to Quicken Mac. Thanks for posting this.