Quicken Mac Reports

jacsdad
jacsdad Quicken Mac Subscription Member ✭✭
edited December 2023 in Reports (Mac)

Is it possible to create and save a report in My Reports that's the same content as Category Summary by Month (easier to locate in My Report).

This is on a Mac

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Any report you create or edit will appear in My Reports. So you can open the default report you want (Category Summary by Month) and edit anything — report title, date range, exclude an obscure category you don't use, etc. — and save the modified report. It will now be in your My Reports area.

    Quicken Mac Subscription • Quicken user since 1993
  • jacsdad
    jacsdad Quicken Mac Subscription Member ✭✭

    Thank You… exactly what I needed.

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