Subtotal reports?

Sep 07, 2008 2 Replies

Q 2008



I know this must be simple but I don't see the setting. When making a report showing category totals for several months Q just gives me a grand total for each category. How can I get it to give me subtotals for each selected category? Also is there a better way to show my monthly spending for selected categories so I can see if the expense is increasing or decreasing each month?


You didn't name the specific report you are working with.

The simplest answer is: look on the Advanced tab in the Customize dialog and make sure the option to "Show all" Subcategories is selected.

If they still don't show, you may have a report that defaults to "collapsing" all subcategories; in which case, you just need to "Expand All", or expand specific categories individually by clicking on the "+" sign you find to their left.

"Better" than what?

Several Quicken reports can be subtotalled by month; some vertically, some horizontally.

Banking > Transaction can be subtotalled by month vertically, for example.

Banking > Cash Flow can be subtotalled by month horizontally, for example.

And of course, there is the Spending > Budget report which always shows monthly subtotals (or whatever period selected), horizontally.

There are probably other reports that can provide monthly subtotals; you only need to try them out.

Thanks that did it. I was using Spending>Itemized Catagories

Bob

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