Account Reports

Question

I have a checking account on Quicken that I use for household budgeting. It is 20 years old.  I don't need to see 20 year old entries ever time I open that account.  All I want is the cumulative total for each Category since beginning.  Is there a way to start a new report for that account, beginning 3 years ago, but to carry over the each Category total from the beginning?

volvogirl · Answer

I think the only way to do that is to run a register report.  While in an account do Ctrl+P

suttonque · Answer

For example - If I had $2,000 in the Home Mortgage category as of 12/31/2018, I want to make a new report beginning on 1/1/2019, which will include the $2,000 as a beginning balance of the Home Mortgage category, but will not include all transactions since the account started in 2001.

Jim_Harman · Answer

It is not clear exactly what you are asking for. Do you want the report to show the past 3 years of transactions for each Category but also show the total for each category for all time?

I don't know of a report that does that.