Reporting on Sub-Categories

rhart1716
rhart1716 Member ✭
edited April 30 in Using Reports

As a user I would like to run a spending report, by category, select a single category and have the reporting charts show those sub categories.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @rhart1716,

    Thanks for reaching out! Users can already do what you are describing in Quicken Simplifi. When running a Spending Report, just make sure the Breakdown is "By category", then select "Filters" to the right and select the category you wish to run the report for. If that category has any subcategories, they will also show up in the report.

    I hope this helps!

    -Coach Jon

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