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Subject Author Date
Sorting expenses Stubby 05-06-2006
Posted by Stubby on May 6, 2006, 10:31 am
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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?

Posted by Fred Smith on May 7, 2006, 10:42 am
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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.

--
Regards,
Fred


> 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?



Posted by John Pollard on May 7, 2006, 11:18 am
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Fred Smith wrote:
> AFAIK, you can't sort by amount in a Quicken report.

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.

> 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.
>
>
>> 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?

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



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