Customize Built-in Reports
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waynepace@
Member ✭
I frequently use the Spending over Time report. The report defaults to the "Last 12 Months" report which is exactly the report that I want to customize to show monthly spending over 12 months.. As I write this (April 7,2019), the default report shows all transactions from April 1, 2018 through the present day. I want to to customize to create a true 365 day report from April 8, 2017 through the present day (April 7, 2019). In other words, I want the report to show true 365 day monthly spending. As far as I can tell, the customize menu only allows the user to pick the month and does not permit a specific day to be chosen. When I choose April 8, 2018 as the start day, the report still shows all data from April 1, 2018. Thanks for any help or advice,
0
Best Answer
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The answer is to stop using the Spending Over Time report. This is one of the older reports that's being deprecated.
Instead, click menu Reports > New Report. Choose Summary Report. When the report creation window comes up, give it a name (eg. Spending over Year), the set up as follows:
Rows: Category
Columns: Time
Interval: Month (or other of your choice)
After the report comes up, click Customize and set the Custom Dates however you want.Quicken Mac Subscription; Quicken Mac user since the early 90s8
Answers
-
The answer is to stop using the Spending Over Time report. This is one of the older reports that's being deprecated.
Instead, click menu Reports > New Report. Choose Summary Report. When the report creation window comes up, give it a name (eg. Spending over Year), the set up as follows:
Rows: Category
Columns: Time
Interval: Month (or other of your choice)
After the report comes up, click Customize and set the Custom Dates however you want.Quicken Mac Subscription; Quicken Mac user since the early 90s8 -
RickO,
Thank you. That does just exactly what I needed.
Wayne0
This discussion has been closed.