Request: Business report for detailed transactions grouped by category

suricatodanlaf

When creating a detailed transaction (considering all accounts, including personal ones), I need an option to be able to filter Business only transactions and have it grouped by category.

I can do that with all transactions (not filtering by business) and I can also do a summarized report by business but it's NOT possible to make a detailed transaction report grouped by business considering all accounts.

jacobs

So what you want, I think, is basically the Business Income Statement — a report of business-only categories of income and expenses — but expanded to show transaction detail for each category.

If you click on the amount of each category on a Business Income Statement report, it opens a drill-down report with the transaction-level details of that category. But you need to do a separate detail report for each line (category) in the income statement. What you want is to be able to have a single report showing eh transaction details for each category. Is that correctly understanding this request? If so, that makes sense to me, and I'd support it.

Alternatively, the Transaction reports, which pre-date the addition of the business features, should be able to show things categorized by business categories. (What I find pretty useless currently is that using a standard Transaction report, all the income shows up under a category of "Client Payment" rather than the actual business income categories used for those invoices.)

Quicken Anja

Hello @suricatodanlaf,

Thank you for taking the time to reach out with your request.

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!