Sub Categories in Reports and Saved Reported (edited)

Mountain Boy

When viewing a report of a category that has sub categories included, it would be nice to have subtotals when sorted by category or name, etc. Also the ability to save reports.Thanks!

Richard

Coach Natalie

@Mountain Boy, thanks for posting your suggestions to the Community!

This was moved out of Feature Requests, as you want to outline and request just one idea per Idea post in accordance with our guidelines here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

In the case of your second request, however, we already have an existing Idea post that you can vote for and follow for updates:

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

For the first part of your request, would you mind elaborating, as it sounds like what you described is already supported? You can filter your Report to view Subcategories by following the steps here: https://help.simplifimoney.com/en/articles/4592676-using-reports-in-quicken-simplifi#h_4641cb4ac4

We look forward to your reply!

-Coach Natalie