Sorting expenses

May 06, 2006 2 Replies

Is there a way to sort lines in a report by the value? I want to be able to pick off the top 4 expenses and sum up the rest. This results in 5 number that I'd like to display as a pie chart. Quick has a "sort" button on the report page but I believe that sorts the transactions within each line and is not what I need.



Assuming there is no way to do this, is there a way to export the report as .csv so I can use Excel to sort and make the graph?


AFAIK, you can't sort by amount in a Quicken report.

However, you can easily export to an Excel readable file. In the Print dialog box, choose 'Tab delimited file'. You'll be asked to enter a file name. Then open this file in Excel.

In certain reports in US versions, it is possible to sort by amount: Cash Flow Transactions and Itemized Categories are two such reports.

But I think op wanted the sorting at some summary level; while Quicken only sorts the individual transactions. I came to the same conclusion you did: Excel.

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