Is there a report that subtotals transactions by Tags and then by Categories?

whatrb

I'm using Quicken Classic Deluxe on Windows and I'd like to be able to track expenses type for trips I take. For travel I use Categories to track expense types and Tags to track individual trips. So I have Categories like Airfare, Hotel, Meals, etc. and Tags like 2023 Mexico trip. This is helpful because I may purchase plane tickets months in advance, or expenses from different trips in the same period, etc. and I'd hoped this would help me track what I spend on each trip. But I can't find a report that shows this in a helpful way. It seems like reports will group transactions by Category or by Tag, but none that group by Tag and then subtotal by Category. I'd love to see a list of trips (Tags), each with Category subtotals. Is this possible?

Jim_Harman

Quicken reports only support one level of subtotaling, so I think the answer is No.

One option would be to export the data to Excel and do the subtotal there.

q_lurker

The Banking Report = Cash Flow by Tags = provides "Inflows" and "Outflows" by category line with columns for Tags. There is a final column for the totals across all tags. A column for Untagged is included.

Jim_Harman

See my comment on this duplicate post here

https://community.quicken.com/discussion/7941934/sub-total-capability