How to generate a report by categories spanning multiple closed/active accounts

Judith C. Conklin

US Bank has given me multiple credit card, checking and savings accounts for 2024 due to fraud issues. I can not get report to cover expenditures/deposits in all accounts combined. Even trying to use the old accounts to generate a report does not seem to help. I need the data to create a report to file my 2024 taxes. Any suggestions will be appreciated. Using Win 11 and Quicken Basic.

Jim_Harman

Is that Quicken Starter? There is no Basic edition.

You should be able to go to Reports > Spending > Itemized Categories or another spending report and click on the gear at the top right to customize the report. Set the date range to Last year and on the Accounts tab, check the Hidden accounts and Separate accounts boxes and make sure all your accounts are selected. Click on OK and you should see all your spending.

If you have used Categories with the correct tax line items for your income and expenses, you should be able to use the report at Reports > Tax > Tax Schedule to see your tax related income and expenses. This report excludes retirement accounts (those marked as Tax deferred), as it should. If any of your accounts that should be included in your taxes are marked as Separate, you will have to customize this report as above to include them.

If that does not work, please post back with more details about what you are seeing.