Why does a spending report give different amounts by category than an expense/income report?

glegge
glegge Quicken Windows 2016 Member
edited July 2023 in Reports (Windows)

They are about $20,000 apart for the same time period.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I assume you are comparing the Spending by Category report to the Income and Expense by Category report.

    The Income and Expense by Category report only includes spending accounts by default, Spending by Category includes all accounts. If you customize the reports to include the same accounts Categories, and time period, they should be the same.

    Does that explain the differences you are seeing?

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  • glegge
    glegge Quicken Windows 2016 Member

    Hopefully this answer will help, although I can't understand why something that should by so simple is so complicated.

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