How do I get Federal and State tax categories to display separately in my report?

Kathleen Winger
Kathleen Winger Member ✭✭
in Reports (Windows)
I hold Power of Attorney for my father and I'm trying to prepare information for his CPA. I've set up an Income/Expense by Category report for his pension payments for last year. I've chosen the single Payee for his retirement payments and the following categories: Pension income, Medical:Insurance, Tax:Fed and Tax:State. The report this set-up generates has all the correct totals, but under Expenses the only two listings are "Medical" and "Tax" (i.e. the "parents") with the federal and state amounts showing as a single total. I'm sure there's an easy way to change this so the two amounts show separately each month, but I'll be darned if I can figure out what it is. :/

Best Answer

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Open the report, press Alt + C, select the Advanced tab, Show All in the Subcategories: pull-down menu, and OK.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Open the report, press Alt + C, select the Advanced tab, Show All in the Subcategories: pull-down menu, and OK.
  • Kathleen Winger
    Kathleen Winger Member ✭✭
    Many thanks Sherlock. I knew it had to be somewhere; can't believe I didn't see it before. (And can't believe it didn't come up in Quicken Help in response to my multiple queries for info on subcategories, reports, formatting ...)
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