Where is the VERY basic Income-Expense report format with Categories & Items [Edited]

kayaker 103
kayaker 103 Quicken Windows Subscription Unconfirmed, Member
edited October 2022 in Reports (Windows)
This should NOT BE ROCKET SCIENCE and require HOURS to Find! Do not need comparisons and do need both Income and Expenses in SAME REPORT. How basic can it get?

Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Reports > Banking > Cash Flow
    Reports > Spending > Income & Expense by Category
    If neither of those work for you, come back and explain why and we can dig deeper.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2022
    [edit - corrected report name]
    Go to Reports > Spending > Itemized Categories. It is the first choice under Spending.
    Click on Update to Show and pick Transaction detail
    QWin Premier subscription
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