Need help on Category Reports on Quick 2019

On Quicken 2011 I used to be able to do separate Category Reports for my Checking Account and my Credit Card account, but 2019 puts them together.  How can I get separate category reports with all entries of a category and a total for the account?

Answers

  • John_in_NCJohn_in_NC SuperUser ✭✭✭✭✭
    Probably the easiest way would be to choose New Report, Summary.



    But, that might give you too much detail. You can also choose New Report:Transaction, with the rows being Category. Then you can Customize this report for one specific account. Repeat for the other account.

    Find out which works best for you.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    So just to complete the details of John's suggestion, if you want the detailed transactions in each category, you do New Report > Transaction > Subtotal by Category. Then click on Customize, set the date range you want (such as Last Year), and then click on the Accounts tab. Click "Only include transactions from selected accounts", click "Clear All" at the bottom, then click on the one account you want the report for. 


    Click OK, and you'll get a report of all the transactions in that one account, subtotaled by category.
    QMac 2007 & QMac Subscription • Quicken user since 1993
Sign In or Register to comment.