Account Reports

suttonque
suttonque Quicken Windows Subscription Member ✭✭
edited May 2022 in Reports (Windows)
I have a checking account on Quicken that I use for household budgeting. It is 20 years old. I don't need to see 20 year old entries ever time I open that account. All I want is the cumulative total for each Category since beginning. Is there a way to start a new report for that account, beginning 3 years ago, but to carry over the each Category total from the beginning?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    It is not clear exactly what you are asking for. Do you want the report to show the past 3 years of transactions for each Category but also show the total for each category for all time?

    I don't know of a report that does that. 
    QWin Premier subscription
  • suttonque
    suttonque Quicken Windows Subscription Member ✭✭
    For example - If I had $2,000 in the Home Mortgage category as of 12/31/2018, I want to make a new report beginning on 1/1/2019, which will include the $2,000 as a beginning balance of the Home Mortgage category, but will not include all transactions since the account started in 2001.
  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    I think the only way to do that is to run a register report.  While in an account do Ctrl+P

    I'm staying on Quicken 2013 Premier for Windows.

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