Adding a percentage column to a itemized category report

ocman

Windows 10, Quicken Deluxe - V.R62.16, Build 27.1.62.16

If I do an income/expense report by category I can get a percentage column.

If I do an itemized category report I can't get a percentage column, but I can get "+" sign to expand sub categories which I really like better than the, "income/expense report by category" report without that option.

Is there anyway to customize the "itemized category report" to get the percentage column, it's basically a P&L report?

Peace

Jim_Harman

No, there is no way in any version of Quicken to add a percentage column to the Itemized Categories report.

If your goal is to see subcategories with percentages, in the Income/Expense by Category report, you can click on the gear to customize the report and on the Advanced tab, next to Subcategories, select Show all.

In that same report, to see the underlying transactions for a Category, double click on the Category amount.

Also in that report, unlike some other reports, the amount next to a category with subcategories is the amount for the main category, not the total including subcategories. The Category total is at the bottom.

Jim_Harman

All you can currently do is export the report to Excel and compute and add the percentages there.

ocman

So Quicken Premier will do it?

Jim_Harman

With any version of Quicken (maybe not Starter) you can export a report to Excel and manipulate the data any way you want, including adding a column to compute and display percentages.

One way to export your Quicken report data to Excel is to set up the report with the data you want, then click on the Export icon

and select the option to copy the data to the Windows Clipboard. In Excel, select the cell you want for the top left corner of the report and hit Ctrl-V to paste.

ocman

Right, but if I want to do everything in Quicken will I be able to do it with QWin Premier?

Jim_Harman

No, there is no way in any version of Quicken to add a percentage column to the Itemized Categories report.

If your goal is to see subcategories with percentages, in the Income/Expense by Category report, you can click on the gear to customize the report and on the Advanced tab, next to Subcategories, select Show all.

In that same report, to see the underlying transactions for a Category, double click on the Category amount.

Also in that report, unlike some other reports, the amount next to a category with subcategories is the amount for the main category, not the total including subcategories. The Category total is at the bottom.