Income reports that include Sub-Categories?

Question

I am new to Quicken. I have a consulting business that is a single-member LLC, so just filing on a Schedule C. I am trying to run a report in Quicken to show income by month. I want to include subcategories to break out each of my clients. How do I do that? I am running the Business & Personal subscription in Quicken Classic.

Quicken Laura · Answer

@JDW in ATL Great news!

If you have additional questions, please let me know.

JDW in ATL · Answer

Oh, I found it. The subaccounts were not designated as Schedule C.

Quicken Laura · Answer

Hi @JDW in ATL,

Thank you for reaching out! I’d be happy to help.

A Spending by Categories report will show your categories and sub-categories. Here’s how to create and customize it:

Steps to create a Spending by Categories report:

* Go to Reports → Spending → By Categories.
* Click Customize in the upper-right corner of the report.

Steps to customize the report:

* Select your desired date range.

* Go to the Categories tab.

* Clear all categories, then select only the income categories you want to include.

You can also explore other spending reports to see which one best fits your needs.

I hope this helps!