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Quicken Classic for Mac
Reports (Mac)
How to create a report for - Last year's groceries
leshemphill
I am trying to get a total of the amount that I spent on groceries last year, from January 1, 2021 until December 31, 2021, including from checking account and charged to credit card. I tried for at least an hour and only got amounts that I cannot believe. The Quicken menus are confusing or nebulous. Help was not of any help.
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Ps56k2
Just to clarify - and as mentioned above - it actually is easy to create a Spending Report or Banking Report ...
BUT
.... you must have the foresight and willpower to enter or edit each Transaction that represents Groceries.
If you start to do this, Quicken will learn which payees should have a Category assigned for Groceries.
SO
... you should look at all your transactions and make sure each and every one has a Category, so you later can generate any kind of report based upon these Categories.
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