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| Reports across only 3 accounts https://splasm.com/forum/viewtopic.php?f=3&t=6829 |
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| Author: | gromit95 [ Tue Feb 04, 2020 8:23 pm ] |
| Post subject: | Reports across only 3 accounts |
Hi I’m a ex quicken 2007 user. I’m looking on how to get a category report across 3 accounts. I upgraded to pro because it could do reports across all accounts The problem is I don’t need all the information. I want to be able in and out to my category’s and have a subtotal on the left. I tried to do it but just could get it to work Thanks Fred |
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| Author: | Allan W. [ Wed Feb 05, 2020 9:40 am ] |
| Post subject: | Re: Reports across only 3 accounts |
With the All Accounts option selected, you'll see combined summaries when you head over to the Summary section. And, while it's not possible to have Category subtotals displayed on the left-side of a given summary, you should be set for generating a custom Summary that gives you something close to what you want. Just hit the New button up top, to get started. After that, you can set the Date Range and uncheck everything but "Categories" in the Subtotal section, provided you want to see only Category subtotals. Lastly, should you wish to limit a Summary to one specific Category, use the Filter option at the bottom. |
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