How to create a spending report, collapse all and export to excel

StillTrying
StillTrying Quicken Windows Subscription Member
edited August 2023 in Reports (Windows)

Greetings -

I have created and saved a "spending by category" report and clicked on "collapse all".

However, when I export the report - all of the categories are expanded.

Please help - Thanks,

Tom

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Click on the gear to customize the report and go to the Advanced tab. There where you see "Subcategories" select "Hide all". This will give you only the top level report which you can then export to Excel. Unfortunately if the subcategories are in the report, even if they are collapsed, they will get exported to Excel.

    Quicken Windows user since 1993.

  • StillTrying
    StillTrying Quicken Windows Subscription Member

    Thank You, Thank You, Thank You !!!

    You are my hero.

    Enjoy your weekend,

    Tom

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