How to create pie chart for each month transactions in Mac 2023

Krishna81
Krishna81 Member
edited April 2023 in Reports (Mac)
unable to see transaction in pie chart

Best Answer

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓

    What sort of pie chart are you looking for? Breakdown by categories?

    On the Home > Dashboard screen, there is a card for Spending by Category. You can set it to show Last Month after the end of each month, if that would help you. There is no print functin for the Dashboard screen, as it's intended to be quick looks rather than detail reports. You could capture a screen shot of the pie graph and print that. The Home > Overview page, which will be going away in the future when its key functions have been moved to the Dashboard screen, also has a pie chart of Spending by Category for Last Month. Other than that, I don't think you'll find any graphs in Quicken Mac. If you want more detailed graphs, your best bet is to generate a Summary by Category report, export it, and open it in your spreadhseet of choice (Excel, Numbers, Google Sheets) to generate a graph.

    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓

    What sort of pie chart are you looking for? Breakdown by categories?

    On the Home > Dashboard screen, there is a card for Spending by Category. You can set it to show Last Month after the end of each month, if that would help you. There is no print functin for the Dashboard screen, as it's intended to be quick looks rather than detail reports. You could capture a screen shot of the pie graph and print that. The Home > Overview page, which will be going away in the future when its key functions have been moved to the Dashboard screen, also has a pie chart of Spending by Category for Last Month. Other than that, I don't think you'll find any graphs in Quicken Mac. If you want more detailed graphs, your best bet is to generate a Summary by Category report, export it, and open it in your spreadhseet of choice (Excel, Numbers, Google Sheets) to generate a graph.

    Quicken Mac Subscription • Quicken user since 1993
  • Krishna81
    Krishna81 Member
    Thank you very much for reply, will try out.
    Appreciate.
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