How to print reports by "structure"

Quicken Windows Subscription Member ✭✭
edited June 2023 in Reports (Windows)
I have entered all income and expenses, reconciled each and now I want to be able to print reports by each "structure", i.e. business, rental property and then personal. I want to be able to see my profit and/or loss by each area.

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Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Assuming that you have each "area" set up in its own Category Group, you might use the report at Reports > Banking > Cash flow.

    Set the Column to Don't subtotal or your chosen time interval.

    Click on the gear to customize and on the Display tab, next to Organization pick Category Group.

    Unfortunately the groups are listed in alphabetical order.

    QWin Premier subscription

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Which reports do you want to see this in? And, are you running HBR?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Quicken Windows Subscription Member ✭✭
    Since I am used to seeing reports from Quickbooks, a P & L would be awesome to see. My goal is to see what is being spent in each area ( home/personal expenses, rental property income and expenses and business income and expenses )
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Assuming that you have each "area" set up in its own Category Group, you might use the report at Reports > Banking > Cash flow.

    Set the Column to Don't subtotal or your chosen time interval.

    Click on the gear to customize and on the Display tab, next to Organization pick Category Group.

    Unfortunately the groups are listed in alphabetical order.

    QWin Premier subscription
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