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Making an all acount report based on category

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Kayla Small

Nov 08, 2020 @ 03:56 PM

Hi, I would like to make a report of expenses where I can customize both the accounts and the categories. (see attached image from quicken - first you filter the accounts, then the categories). Is this possible?

• money_quciken.jpg 207 KB

1. 1 Posted by mhoggie on Nov 08, 2020 @ 05:33 PM

   

   just a user,

   Use the Income and Expense Report

   Select the time period,
   Then select the accounts involved.
   Then select the individual categories
   Run report.

   If you want transaction details, Run the Income and Expense Report Detailed.

   I've found the best way to use the report filters is to remove all accounts, then add the ones you want. And the same on categories, click NONE, then select the individual ones desired.

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2. 2 Posted by Stuart Beesley ... on Nov 08, 2020 @ 05:57 PM

   

   Yes, income and expenses report (or the income and expenses detailed report) and select accounts and select categories (and dates etc)..

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3. Maddy closed this discussion on Nov 09, 2020 @ 12:16 PM.

4. Maddy re-opened this discussion on Nov 09, 2020 @ 01:31 PM

5. Maddy closed this discussion on Nov 09, 2020 @ 01:54 PM.