Sorting report by category total descending

joanneh

I would like to run a spending report and sort the categories by total dollar amount in ascending order. In other words, I want to see which expense categories are the largest expenditure for a particular date range. Is this possible? thanks.

Jim_Harman

It does not look like there is a way to do this directly.

But you could run the Spending by Category report. Set the date range you want and set the column to None. Select Collapse all if you only want to see the top level Categories.

Then export the report to Excel and sort it there.

NotACPA

Just gave this a try … since I didn't know.

When you run the Spending, Itemized Categories report, you can click on the Amount header, but that only seems to sort the individual transactions by amount … not the category totals. Which makes sense since the txn are in Q's database, but those totals aren't.

SO, there doesn't seem to be a way to do what you're asking.

Jim_Harman

It does not look like there is a way to do this directly.

But you could run the Spending by Category report. Set the date range you want and set the column to None. Select Collapse all if you only want to see the top level Categories.

Then export the report to Excel and sort it there.

joanneh

thanks, I’ll try this. It worked, with a little tweaking in the spreadsheet. Thanks!

mshiggins

If you would find a chart view rather than a tabular view useful, there is a snapshot called Expenses you can add to a custom Home tab view. It shows a donut chart of expenses plus a tabular summary sorted descending by category spending amount. The tabular summary also shows the category spending as a percent of total spending. You can toggle the snapshot to show current month or last month. You can also select which categories and accounts to include.

Edit to add picture:

joanneh

thanks! Will try that.