How do I create a report of a specific category by year?

PeteTheGolfer
PeteTheGolfer Member ✭✭
in Reports (Windows)
I want to see how much I've spent on prescription drugs and prescription drug insurance each year. I don't need the details, just amount spent by year. I can't figure out how to do that.

Comments

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Try, REPORTS, Banking, Transaction.  Then set the report parameters to the time period, accounts,categories and payees that you want.  Then set the report to sub-total by year.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Create a Spending report by Category. 
    Reports > Spending > Spending by Category
    Customize the report using the Categories tab to eliminate all Categories except the ones you want to see.
    Set the date range for the period (years) that you want to see.
    On the report itself select "year" in the drop down list next to "Column."
    By clicking the "+" or "-" sign next to the Category you can see details or only summary information.
  • PeteTheGolfer
    PeteTheGolfer Member ✭✭
    Thank you both. Each answer resulted in the desired report in different formats, both very useful.
This discussion has been closed.

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