How do I create a report for a specific category which contains all transactions in that category?

doowopper · August 31

I am using Quicken Classic Deluxe in a Windows laptop. I am able to create a report showing the total expenses for a specific category. I would like to create a report for a specific category but have the report list all the transactions in that category for a given time period. I spent lots of time trying to figure out how to do it with no luck. Could you please tell me using specific steps how I can create a report of a category in which all of the transactions for that category are listed in the report. Thanks.

Tom Young · August 31

Reports > Spending > Spending by Category > Customize to only include the one Category you're interested in > Customize to include all Accounts in the File > Customize to the desired date range. Expand the resulting one line to see all the transactions.

Jim_Harman · August 31

I would use the Spending > Itemized Categories report customized as @Tom Young describes. If the report does not show the transactions, click on the + sign next to the Category name to expand it.

Tom Young · August 31

Reports > Spending > Spending by Category > Customize to only include the one Category you're interested in > Customize to include all Accounts in the File > Customize to the desired date range. Expand the resulting one line to see all the transactions.

Jim_Harman · August 31

I would use the Spending > Itemized Categories report customized as @Tom Young describes. If the report does not show the transactions, click on the + sign next to the Category name to expand it.

splasher · August 31

I was going to tell you about the Reports→Spending→Itemized Categories, but @Jim_Harman beat me to it and I was going to include screenshots, but I won't now.

doowopper · September 1

Super helpful responses. Thanks. My problem was that I was using Reports>Spending>Spending by Category and couldn't figure out how to expand the one line (total) into individual transactions. Tom pointed me in the right direction with "Expand the resulting one line." I had to do it by hovering the cursor over the line until it changed to a magnifier with a + in it - wasn't obvious to me. Regarding Jim's suggestion regarding Reports>Spending>Itemized Categories (which I didn't try before reading his response), the solution is more obvious, because as he wrote, there is a plus sign next to the category name which expands the line into all transactions.

Thanks again.

NotACPA · September 1

https://community.quicken.com/discussion/comment/20507339#Comment_20507339

SO, mark those responses as HELPFUL. SuperUsers are volunteers, we don't get paid, but we appreciate "Helpful" responses.

Jim_Harman · September 1

Even better, click on Yes next to "Did this answer the question?"

For those competitive types keeping score, we get "points" for that!

mshiggins · September 3

When I want a quick look at all transactions for a category or payee or with a particular memo, I use the All Transactions register, type the text I am looking for in the register search field, and select the desired date range.You can find the link for the All Transactions register at the top of the Account Bar.

How do I create a report for a specific category which contains all transactions in that category?

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