monthly expenses

mcphear
mcphear Quicken Mac Subscription Member ✭✭
edited September 2024 in Reports (Mac)

How do I sort to find my overall monthly expenses? I don't need them by category, tag, etc.

Best Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    You just want to see one number representing your total expenses? I would go to Home > Dashboard and look at the card called Income & Expense. You can set the time range to several different ranges.

    Quicken Mac Subscription • Quicken user since 1993
  • mcphear
    mcphear Quicken Mac Subscription Member ✭✭
    Answer ✓

    This worked - thanks!

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    You just want to see one number representing your total expenses? I would go to Home > Dashboard and look at the card called Income & Expense. You can set the time range to several different ranges.

    Quicken Mac Subscription • Quicken user since 1993
  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited August 2024

    One caveat about the Income & Expense panel - it only shows expenses up through the current day. If you have scheduled transactions coming up later in the month that you've already entered into Quicken they won't appear on the dashboard panel.

    I just run a Category report for the current month & collapse all the categories down so I just see one total for Expenses. That shows me the current total for the entire month including scheduled payments that haven't happened yet.

  • mcphear
    mcphear Quicken Mac Subscription Member ✭✭
    Answer ✓

    This worked - thanks!

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