I converted from old version of Quicken that had classes. Need to subtotal by tag in reports (Q Mac)

kanelidis
kanelidis Quicken Windows Subscription Member
edited September 2022 in Budgeting and Planning Tools (Windows)
Is there way to subtotal tags like I used to subtotal classes in older version. I understand that in new version, classes were changed to tags.
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Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Yes and no. ;) You can do a report subtotaled by tags by selecting Reports > Transaction > Transactions by Tag. But you can't do a two-level sub-total, so if you want a transaction report subtotaled by category, with tags sub-totaled within each category, you can't do that.

    If you have a limited number of tags you use or want in a summary report, you can get two dimensions by selecting Reports > Crosstab > Category by Tag, which will give you a category summary report with each column showing a different tag. 
    Quicken Mac Subscription • Quicken user since 1993
  • kanelidis
    kanelidis Quicken Windows Subscription Member
    There is no "transctions by tag" that I can find. I go to reports, then banking and then transaction, but there is no transaction by tag. There is a sort by tag but that does not do anything
  • kanelidis
    kanelidis Quicken Windows Subscription Member
    I have quicken for windows
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