I can't remember how to set up a program to show expenses sub totaled by category

Question

I have done this for years but just turned 83.  I want to input my checks one at a time by date, check number, Payee, category (farm expenses, repairs, utilities, etc) amount of check and balance.  Once entered I want to subtotal by category to do my taxes. I can't remember how to enter the item one by one.  I would appreciate some help.  Thank you!  Jim

Jim_Harman · Answer

To enter the transactions (checks and deposits), click on the name of the account in the bar on the left side of the screen to open the account's register. Click on the Date header so that the newest transaction is at the bottom. Enter the transactions in the blank line at the bottom of the register.

Boatnmaniac · Answer

You can do that in some reports.  Since you are looking to do that for your tax returns you might want to pull up the Tax Summary report.  The default report for that subtotals the categories and subcategories.  But this assumes that the categories you are using has the correct tax line items associated with them.

If not, you could try pulling up the Itemized Categories report (under the Spending reports group).  Tax line item associations do not apply to it….just works off the categories and subcategories.

Once you find the report you want and get it customized the way you want you can print the report or export it to Excel where you can do additional customization if you wish.