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

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whatrb
whatrb Member
edited December 2023 in Reports (Windows)

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?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    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.

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited November 2023
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    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
    Jim_Harman SuperUser ✭✭✭✭✭
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