itemized expense report

Momcpa
Momcpa Quicken Windows Subscription Member

On my old Quicken account, I would print a year end report that was called Itemized Categories Report. It listed individual transactions to a Category and then summarized them. Then it went to the next Category and did the same. example: Utilities, then under that title, the 12 individual payments made that year to the power company with the 12 separate amounts. Then it showed the total for the Utilites category. I can get a report this year with just the totals. If I say to expand, it lists the total first and then individual transactions. And NOT in a nice neat report with underlines, bold totals, etc. Can I get the old report version somehow?

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Maybe I'm not following along with you correctly, but at some point many years ago Quicken did change where totals went in certain reports, placing totals at the top of a list of transactions as opposed to at the bottom of that list. I complained about it at the time and never heard any justification for the change. But it's been that way for a long time.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm sorry, but WYSIWYG.

    What "old Quicken account", i.e., old Quicken version did you use prior to upgrading to the current Quicken Classic subscription version?

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    I have Quicken 2013 and it puts the category subtotals at the TOP. Don’t remember if that started with 2013 or before but it took me awhile to get used to it.

    I'm staying on Quicken 2013 Premier for Windows.