Customizing Budget Reports & General Category Transaction Format-Mac

Jmk1

Are there any options for customizing budget reports, as I’ve encountered a couple of challenges that I’d like to address:

1. Copying/Exporting the Entire Budget (Without Actuals):When I attempt to copy the budget to the clipboard or export it as a CSV file, the data includes the actuals. However, I would like a download or export option that provides only the entire year's budgeted amounts, without the actuals. Is there a way to customize or filter this export?
2. Changes in Transaction Reports by Category Formatting:Previously, transaction reports by category included more user-friendly formatting that helped me quickly organize and summarize data. However, recent changes have made this process cumbersome:
   • Extra dashes are now present in the reports.
   • Main categories are no longer repeated for each subcategory entry.

Since the budgeting features are somewhat limited, I currently use a self-created Excel spreadsheet with various formulas to achieve the summary I need for sharing with family members.

Is there a way to revert or customize these transaction reports to be more like the previous format?

I’ve attached a file showing a comparison between the previous and current transaction report formats for reference in a "food" category.

Thank you.

Quicken Reporting.xlsx

Coach Natalie

@Jmk1, thanks for reaching out to the Community!

Since you're using Quicken Classic, you'll want to post to their Community for assistance: https://community.quicken.com/

I hope this gets you pointed in the right direction!