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Reports for only one category at time with subtotals for each payee over a number of years?

SaxBro
Member ✭✭
For instance, I'd like to be able to see in a report how much I have given to charity annually over the past 20+ years (without having to wade thru all my other categories at the same time), then also be able to see (in a different view) how much I have given to each individual charity over that time period. Easy to do in QM2007, is that possible in the new version?
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Best Answers
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I print an annual report for each category (from multiple accounts, including checking, cash, credit cards) showing my individual transactions. This is for my accountant each year. How do I do that in Quicken Mac now?0
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This is pretty easy. I'll start with the 2nd question first:
- Start by creating a Transaction Report (if you want the transaction detail) or a Summary Report if you only want totals.
- Select Payee for Row. If you're doing a Summary Report, also choose Time for Column and Time Interval = None.
- Click Continue to Customize
- Select your desired timeframe in Date Range.
- Click the Categories pane, the Clear All (all categories will become unchecked).
- Start entering the category name for the report you want in the search box.
- When you see the category, check the box next to it.
- Click OK.
To see annual spending in one category:- Start with a Summary Report
- Set Row=Payee, Column=Time and Interval=Year
- Set the Date Range to your 20 year interval.
- Set the category as in step 5 & 6 above.
- Click OK.
Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
Thank you, RickO!!!0
Answers
-
I print an annual report for each category (from multiple accounts, including checking, cash, credit cards) showing my individual transactions. This is for my accountant each year. How do I do that in Quicken Mac now?0
-
This is pretty easy. I'll start with the 2nd question first:
- Start by creating a Transaction Report (if you want the transaction detail) or a Summary Report if you only want totals.
- Select Payee for Row. If you're doing a Summary Report, also choose Time for Column and Time Interval = None.
- Click Continue to Customize
- Select your desired timeframe in Date Range.
- Click the Categories pane, the Clear All (all categories will become unchecked).
- Start entering the category name for the report you want in the search box.
- When you see the category, check the box next to it.
- Click OK.
To see annual spending in one category:- Start with a Summary Report
- Set Row=Payee, Column=Time and Interval=Year
- Set the Date Range to your 20 year interval.
- Set the category as in step 5 & 6 above.
- Click OK.
Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
Thank you, RickO!!!0
This discussion has been closed.