Struggling here, because I've just spent hours making sure that each of my categories also has the category group (discretionary, non-discretionary, healthcare, travel, irregular/big ticket, and savings/RMD/taxes), thinking I'd be able to easily pull the report and see where I stand with spending now and for retirement planning, only to discover that there is no way to do this? Seriously? I've used Quicken since 1995… always expecting that it will be a brilliant financial tool… but for this to be missing? Help! :) I'm on Classic Premier.
