Reports [problem with Category Summary Report] (Q Mac)

autumnwood60
autumnwood60 Member ✭✭
edited January 30 in Reports (Mac)
Quicken refuses to show a category and sub-category in Category Summary Report

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Do you mean one particular category is missing? The Category Summary Report (in Other Reports) is an older report format that is being deprecated and is known to have errors. Instead, use the Transactions by Category report from the Popular reports group.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • autumnwood60
    autumnwood60 Member ✭✭
    I need the income and expenses in a spreadsheet format and the Category Summary Report (in other reports) does not do that. But Thank you.
  • RickO
    RickO SuperUser, Mac Beta Beta
    In this case, use the Transactions by Category as mentioned above. Or use Create Transaction Report and choose a different grouping (rather than category). You can add or remove columns by clicking button View > Columns. You can export in CSV spreadsheet format by clicking the Export button.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • autumnwood60
    autumnwood60 Member ✭✭
    Rick. I was not able to accomplish the above, I was totally confused, but then I pulled up the Spending Over Time Report, and this gave me the information in the exact format I needed and it included all the information I needed. Thank you so much for your assistance.
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