How much did I spend on report

Kai63
Kai63 Quicken Mac Subscription Member ✭✭
edited August 2023 in Reports (Mac)

I’ve been using Quicken for windows and have recently switched to Mac. I like to use the “How much did I spend on …” report. I don’t see it on the Mac version. Is it there and called something else? If not there is there a similar report?

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Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Another way to get to these answers is to create (using the Reports screen) a Transaction or Summary report. But then you have to edit the Categories, Payees and/or Tags to be included since these reports include all Categories, Payees and Tags by default.

    There's a faster oway to generate some simple reports like this, and it sounds like it may be similar to what you're used to from Quicken Windows (which I've never used). Click on Reports in the top menu bar area, and on the bottom of the left-side panel of report options, select "EasyAnswer":

    So if you wanted to see where all your spending was spread out so far this year, select the "Where did I spend my money" "Year to Date". If you want to see how much you spent on a specific category last month, use "How much did I spend" "Last Month" on "Groceries". As indicated by the little icons and descriptions there are all just pre-set versions of reports you can build yourself, with more criteria, as @RickO mentioned above.

    Quicken Mac Subscription • Quicken user since 1993
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