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PostPosted: Tue Feb 04, 2020 8:23 pm 
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Joined: Sun Feb 02, 2020 10:29 am
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Location: Chicago
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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PostPosted: Wed Feb 05, 2020 9:40 am 
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Joined: Tue Dec 06, 2011 5:25 pm
Posts: 649
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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Allan Woodall
Phosphorescent Phage
Splasm Software
http://www.splasm.com


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