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Subject Author Date
Subtotal reports? Bob Newman 09-07-2008
Posted by Bob Newman on September 7, 2008, 3:57 pm
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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?
--
Thanks in advance... Bob


Posted by John Pollard on September 7, 2008, 9:59 pm
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Bob Newman wrote:
> 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?

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.

> 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?

"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.

--

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



Posted by Bob Newman on September 8, 2008, 6:14 am
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Thanks that did it. I was using Spending>Itemized Catagories

Bob

--
Thanks in advance... Bob
> Bob Newman wrote:
>> 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?
>
> 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.
>
>> 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?
>
> "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.
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>


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