Creating a custom report (in Q Mac)

jacsdad
jacsdad Quicken Mac Subscription Member ✭✭
edited May 2023 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 Quicken Mac Subscription 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.

    Screen Shot 2023-04-07 at 9.33.45 AM.png
    Screen Shot 2023-04-07 at 9.37.55 AM.png

  • jacsdad
    jacsdad Quicken Mac Subscription 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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