Monthly Totals

JillFair
JillFair Quicken Windows Subscription Member
edited May 2022 in Reports (Windows)
I can't figure out how to report by month, on a saved report. Right now it's a year to date report, by expense category. I need to go back and see the monthly totals of these exact items in the saved report, but by a prior year, totaled by month. The saved report, but saved to a new report subtotaled by month of a certain whole year. I can put in custom dates of 1/1-12/31 of the year, but can't get by month?

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    If you're using a Spending by Category report, you may select Month in the Column pull-down menu
    If you're using a Income and Expense by Category report, you may select Month in the Interval pull-down menu.
  • JillFair
    JillFair Quicken Windows Subscription Member
    Thanks! I am using a saved report. I don't know where to find the pull down menu with Month. I am on Windows.
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    JillFair said:
    Thanks! I am using a saved report. I don't know where to find the pull down menu with Month. I am on Windows.

        


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