Income reports that include Sub-Categories?

JDW in ATL
JDW in ATL Quicken Windows Subscription Member
edited 11:42AM in New to Quicken/Getting Started (Windows)

I am new to Quicken. I have a consulting business that is a single-member LLC, so just filing on a Schedule C. I am trying to run a report in Quicken to show income by month. I want to include subcategories to break out each of my clients. How do I do that? I am running the Business & Personal subscription in Quicken Classic.

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Answers

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod
    edited 11:27AM

    Hi @JDW in ATL,

    Thank you for reaching out! I’d be happy to help.

    A Spending by Categories report will show your categories and sub-categories. Here’s how to create and customize it:

    Steps to create a Spending by Categories report:

    1. Go to Reports → Spending → By Categories.
    2. Click Customize in the upper-right corner of the report. Screenshot 2026-03-29 at 12.24.40 PM.png

    Steps to customize the report:

    1. Select your desired date range. Screenshot 2026-03-29 at 12.21.37 PM.png
    2. Go to the Categories tab. Screenshot 2026-03-29 at 12.21.56 PM.png
    3. Clear all categories, then select only the income categories you want to include.

    You can also explore other spending reports to see which one best fits your needs.

    I hope this helps!

    Quicken Laura

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  • JDW in ATL
    JDW in ATL Quicken Windows Subscription Member

    Oh, I found it. The subaccounts were not designated as Schedule C.

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    @JDW in ATL Great news!

    If you have additional questions, please let me know.

    Quicken Laura

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