Splasm Software Discussions

a user community for the betterment of Splasmkind
It is currently Mon Nov 30, 2020 11:34 pm

All times are UTC - 6 hours

Post new topic Reply to topic  [ 2 posts ] 
Author Message
PostPosted: Tue Feb 04, 2020 8:23 pm 

Joined: Sun Feb 02, 2020 10:29 am
Posts: 2
Location: Chicago
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

Reply with quote  
PostPosted: Wed Feb 05, 2020 9:40 am 
User avatar

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.

Allan Woodall
Phosphorescent Phage
Splasm Software

Reply with quote  
Display posts from previous:  Sort by  
Post new topic Reply to topic  [ 2 posts ] 

All times are UTC - 6 hours

Who is online

Users browsing this forum: keithg and 1 guest

You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:
Jump to:  
Powered by phpBB® Forum Software © phpBB Group