Simplify getting a sum for selected budget items or payees

davecreasy
Member ✭✭
I've been using Quicken for over 20 years. I've made this request many times to no avail. What I'd simply like to be able to do is get a sum, of items that I select, directly from a list provided from the "Find" function. For example, I complete a "Find" search for my electric company and then, directly in from that list, select the period of time that I want a total (i.e. What were my total bills for the last 12 months or the previous calendar year?) I should be able to simply click on individual cells for the items that I want a sum and have it auto calculated while in the list. Another example would be "What were my total bills for a selected period of time for a selected budget category (i.e. utility bills).
This is a function that exists in MS Excel. Very easy to use.
Yes, I understand I can get these totals from the report's tabs, but it is too hard to use / requires too many mouse clicks.
If this is too hard to set up, how about providing users with the ability to download a file into Excel?
This is a function that exists in MS Excel. Very easy to use.
Yes, I understand I can get these totals from the report's tabs, but it is too hard to use / requires too many mouse clicks.
If this is too hard to set up, how about providing users with the ability to download a file into Excel?
1
Comments
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All of what you requested already exists.
Please take a look at the image below. From the register you can click to select a transaction's payee name or a category field and, by clicking the Minireport icon pull up a mini report on the selected item. With a couple of clicks you can customize the report view to show different date ranges or pull up a more detailed report.You can also generate Easy Answer reports from the Reports Menu or the Reports & Graphs Center:"How much did I spend on [category]"
"How much did I pay to [payee]"The generated reports can easily be extracted to Excel by clicking the report view's Export icon or the Print preview's Export choice.0