Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Reports (Windows)
Trouble creating a report that includes sub-categories
Keith Brewer
I have a number of categories similar to category "auto" and subcategories such a "fuel" and Service. When I create a report all it shows is the main category and total expense for that category but won't show the sub-categories.
Any ideas on how to create this report with sub-categories?
Keith Brewer
Find more posts tagged with
Reports
Accepted answers
Rocket J Squirrel
First you say "a" report then you say "this" report. Quicken has lots of reports and plenty of them show subcategories by default. So it's unclear which report you're trying to produce.
Try Reports > Spending > Spending by Category. That should give you what you want.
Jim_Harman
If Spending by Category does not meet your needs, the Itemized Categories report has plus signs next to the main Categories. Yo can click on a plus sign to expand one category at a time, or click on Update to show and Category Summary to see the subcategories or Transaction detail to see all the transactions.
All comments
Rocket J Squirrel
First you say "a" report then you say "this" report. Quicken has lots of reports and plenty of them show subcategories by default. So it's unclear which report you're trying to produce.
Try Reports > Spending > Spending by Category. That should give you what you want.
Jim_Harman
If Spending by Category does not meet your needs, the Itemized Categories report has plus signs next to the main Categories. Yo can click on a plus sign to expand one category at a time, or click on Update to show and Category Summary to see the subcategories or Transaction detail to see all the transactions.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of