Can I create a graph (pie chart) that shows only categories (with sub-categories included)?

DJ17
DJ17 Quicken Windows Subscription Member ✭✭
edited August 2022 in Reports (Windows)
I use a lot of sub-categories (and sub-sub-categories) when I enter data into Quicken, but I haven't been able to determine how to create a pie chart that is based on only the top level categories (and perhaps certain selected sub-categories) where the lower level sub-category data is included. Is this possible?

For example, I have categories/sub-categories set up as follows:

House
House Discretionary
Cleaning Help
Furniture
Improvements
etc
House Non-Discretionary
Electric
Garbage
Maintenance
etc

When I want to look at my overall spend for the year, I would like to be able to see a pie chart that includes just "House Discretionary" and "House Non-Discretionary". Or even just "House".....

Thanks.
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Answers

  • DJ17
    DJ17 Quicken Windows Subscription Member ✭✭
    Agh, my categories and sub-categories got reformatted in my original post. I am trying to describe a "nested" structure:
    Category = "House"
    Subcategories = "House Discretionary" and "House Non-Discretionary"
    Sub-sub-categories exist under "House Discretionary" and "House Non-Discretionary"
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