Export spending ONLY categories to Excel, not transactions

jeff.schmitz
jeff.schmitz Member ✭✭✭
edited March 2024 in Reports (Windows)

Hello, I searched the forum and did not find a discussion on this topic. I'm exporting some spending categories to Excel to forward to a book keeper. I would like the export to only show the spending categories, not the categories and each transaction. Is there a way to do this other than manually editing from Excel?

Answers

  • Richard Schreyer
    Richard Schreyer Quicken Windows Subscription Member, Windows Beta Beta

    Report Spending by Category and select collapse and then export to EXCEl

    Report.png
  • jeff.schmitz
    jeff.schmitz Member ✭✭✭

    Ah, Richard, that's perfect!! Thanks so much.

    I was using "Itemized Category" which is why I didn't see "Collapse All".

    Jeff

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