Group cash flow report by month

Jul 28, 2005 1 Replies
S

I am frustrated that no Quicken 2004 cash flow reports allow you to group and subtotal entries by month. I need this because my pay and many of my bills occur with that frequency.



I've tried to create a sample year-long report, with entries ordered by date and successfully exported it to Excel. But I can't manipulate the Pivottable Wizard in Office 2000 such that I get the above grouping.



Ideally, Quicken ought to offer this simple option. Even if Quicken



2005 offered it, that alone would not make it worth buying for me.

Please let me know how I can create reports grouped by month using either Quicken or Excel.


Vote
Twitter Facebook LinkedIn
A

I don't use this report you mention, but in Q2005D under CASH FLOW report, you can select a date range (last 12 months, for example) as well as in the 'COLUMN' pulldown selections for units are available by MONTH, HALF-MONTH, among others. The report it yields has multiple columns across the top based on the unit(s) selected (summed by MONTH, for example) for as many of those units fit the date range you selected. The left column is sorted by categories.

Am I missing what you need?

Vote
Twitter Facebook LinkedIn

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required