How can I build a report to be sorted by account, by category, by transaction

Mike_L

I am trying to build a spending report to show, by account, by categories, and transactions within the categories.

I think I can do it one account at a time, but was trying to figure out how to get it all on one report

CaliQkn

@Mike_L you can run a Transaction Report subtotaled by Account and sorted by Category. Unfortunately Quicken doesn't allow multiple groupings or subtotals, so this report comes close to what you want but not exactly.

You are correct though, you would need to run the report one account at a time, to get the Categories to subtotal or group together.

Jim_Harman

Another alternative would be to export the report to Excel and do the additional subtotals there.

Mike_L

I am considering using account specific expense categories. I think it might provide a close ballpark way to keep up with budgets?