QMac: Create report with monthly totals

lynn-in-nc
lynn-in-nc Quicken Mac 2017 Member
edited October 2023 in Reports (Mac)

I'm trying to create a report for certain categories that shows totals for these categories by month. I found a question about this which referred to a setting for monthly in the report creation window, but I'm not able to see this. Any tips appreciated!

Answers

  • lynn-in-nc
    lynn-in-nc Quicken Mac 2017 Member

    AHA! That's what I was missing, I did a transaction report instead. Thanks!!

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited September 2023

    If you have a report where either the rows or columns are some increment of time, there's typically a pulldown at the top of the report where you can change the time setting. For example, the Category Summary report:

    Screenshot 2023-09-14 at 9.54.05 AM.png

    But reports that aren't grouping by time won't have that. Which report specifically are you looking at?

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