Category Year over Year Report

Philip107
Philip107 Quicken Windows Subscription Member ✭✭✭✭
edited October 2022 in Reports (Windows)
I know I've seen something like this but can't seem to find it again.
I want a report showing selected categories year over year.
So, I'll have a column for each year over several past years with rows of categories.

----Quicken User since 1998 ----

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Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Try Reports > Spending > Spending by Category.
    Set the date range and interval you want.
    Select Expand all or Collapse all to control display of subcategories.
    Click on the gear at the top right to select the accounts and Categories you want to include.

    Or you may prefer the Income and Expense by Category report. The format is nicer but it does not display subcategories.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Try Reports > Spending > Spending by Category.
    Set the date range and interval you want.
    Select Expand all or Collapse all to control display of subcategories.
    Click on the gear at the top right to select the accounts and Categories you want to include.

    Or you may prefer the Income and Expense by Category report. The format is nicer but it does not display subcategories.
    QWin Premier subscription
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