Category Reports - Update to Show

FredArthur
FredArthur Quicken Windows Subscription Member ✭✭✭
edited May 1 in Reports (Windows)

Please see the two pictures below:

Screenshot 2026-05-01 141359.png

image.png

It appears there are two methods for expanding the categories.
Can anyone tell me the secret for making a report with the "Update to Show" dialogue?

Thank you,

Fred J.

Quicken Classic Premier on my
Windows 11 Home ARM64 release 25H2 on Samsung Galaxy Book4 Edge CoPilot+ PC

Best Answer

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    The difference is:

    • Leah's Wedding Report started out as a Spending / Itemized Categories Report. This gives you the Update to Show selection.
    • The Weddings Report started out as a Banking / Transactions Report, subtotaled by Category. Selecting subtotals gives you the Expand all / Collapse all settings.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Just click on those + signs next to the Andy/Leah/PJ sub-cats to show the transactions.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    The difference is:

    • Leah's Wedding Report started out as a Spending / Itemized Categories Report. This gives you the Update to Show selection.
    • The Weddings Report started out as a Banking / Transactions Report, subtotaled by Category. Selecting subtotals gives you the Expand all / Collapse all settings.
  • FredArthur
    FredArthur Quicken Windows Subscription Member ✭✭✭

    @UKR
    Supercalifragilisticexpialidocious!
    So there is something going on behind the scenes - not a option to select within 'Customize'.

    Thank you so much.

    Fred J.

    Quicken Classic Premier on my
    Windows 11 Home ARM64 release 25H2 on Samsung Galaxy Book4 Edge CoPilot+ PC