Support for sub-subcategories rollup/drilldown in Spending

Gerard_biking
Gerard_biking Quicken Windows Subscription Member ✭✭
in Product Enhancements

As I was trying to better understand my spending behavior I started to sub-divide several sub-categories into multiple sub-sub categories. For example I broke down Utilities:CableTV into Comcast, Netlix, Disney+, MAX, etc. However, if in the spending view I drill into Utilities it will just show ALL categories under it in one go making it look something like:
- Utilities:CableTV:Comcast
- Utilities:Gas&Electric
- Utilities:Water
- Utlities:Garbage&Recyclilng
- Utilities:CableTV:Netflix
- Utilities:CableTV:MAX
- Utlities:CableTV:Disney+
What would be great is if drilling into Utilities would only go 1 level down, so it would show only
- Utilities:CableTV
- Utlities:Gas&Electric
- Utilities:Water
- Utilities:Garbage@Recycling
Where Utilities:CableTV should show the total rolled up spend of all the categories under it.
And then I would be able to drill down into Utilities:CableTV and see:
- Utilities:CableTV:Comcast
- Utilities:CableTV:Netflix
- Utilities:CableTV:MAX
- Utilities:CableTV:Disney+

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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    You can already drilldown. You do that by clicking on the category, and then the sub-category in the pie chart or graph table.

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  • Gerard_biking
    Gerard_biking Quicken Windows Subscription Member ✭✭
    edited November 19

    Hi @Chris_QPW
    Correct, you can already drill down into sub-sub categories. The problem is more that they don't roll up into the parent category.
    In your example, if you look at the graph for Utilities, the Water total will not include the $111 from the Utilities:Water:Testing category. Instead, the Utilities:"Water:Testing" is treated as a completely separate category and listed as such directly under Utilities.

    Playing around with it a bit more, I think that's exactly what the "problem" is, Quicken is not treating sub-sub categories as additional levels of categories, but instead considers the whole path of the sub-sub category as one single sub category.
    For example, Utilities:"CableTV:NetFlix:Test" is treated as a single "CableTV:NetFlix:Test" category under Utilities instead of having Test under Netflix, Netflix under CableTV and CableTV under Utilities…. At least that's what I see in Spending View. In the Budgetting View it seems to be working as expected, I can assign budgets to the lower level categories and those roll up into the higher level budgets.

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