Creating a custom report (in Q Mac)

jacsdad
jacsdad Member
edited May 7 in Reports (Mac)

Is it possible to crete a personlided report that would show the Buidgeted amount and the monthly Totals, for each catagory?.

The Category Summary by Month is great, if it only had the budgeted bamount included. Copy and Paste from the Budgets is okay but contains a lot more thgen I need.

Thanks ahead of time…

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta

    If you go into the 12 month budget view, at the upper right you will have options to export to CSV (or clipboard) a report that sounds more like what you are looking for as it will show You would have to open it in a spreadsheet of your choice to custozime it further if needed.

  • jacsdad
    jacsdad Member

    I use that function but it pulls more informsation than I need. That is why I was hoping to be able to custome create my own report.

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