In expense report, why are subcategories not grouped with their main category?

Midwest867
Midwest867 Member
edited January 8 in Using Reports

Last year when I printed a year-end expense report, my subcategories were listed alphabetically directly underneath their main category. Now, they are printing by themselves, mixed in with all the other categories. For example, I have a category "Farm Expenses" with subcategories of "Equipment Repair," "Seed," etc. I want to see them all together, not scattered throughout the report. How can this be fixed?

Answers

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited January 8

    I don't quite understand but I tried to reproduce this but couldn't. It seemed to work as expected for me.

    The change you see may be because of recent enhancements made to Reports that are in Early Access. Try turning off "Try New Reports (Beta)" to see if it prints the way you want. If this fixes it, you may want to comment about your situation in the official conversation regarding Enhanced Reports:

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Midwest867
    Midwest867 Member

    Sorry, let me try to explain it better. In last year's Expense Report, the category "Farm Expenses" printed in the following order alphabetically by subcategory:

    Farm Expenses: Chemicals

    Farm Expenses: Crop Insurance

    Farm Expenses: Equipment Repair

    Farm Expenses: Fungicide.

    The subcategories were all together alphabetically under the main category, so I could see all our Farm Expenses together.

    This year, it is alphabetizing by subcategories rather than by category. So I have:

    Farm Expenses: Chemicals

    Shopping: Clothing

    Dining & Drinks: Coffee Shops

    Farm Expenses: Crop Insurance

    Everything is jumbled together since it is not taking into account the main Category. If I want to see all my Farm Expenses, I have to locate them amongst all the other categories. This is not workable for analyzing my year-end expenses.

    It needs to be alphabetized by the Main Category first and then the subcategory secondarily so they all stay together.

    I can't understand why they would do it sensibly last year and then not do it this year. It's very frustrating.

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    I wonder if you are using QBP although its reports ought to be essentially the same.

    My Spending Report does show the Categories in Alphabetical Order with the Subcategories also in alphabetical order and subtotaled. In fact, it is beautiful. My only complaint is that it doesn't show the tags as a field.

    When I filter for just one category, in this case Automobiles, I get this:

    Screenshot 2026-01-08 at 9.42.38 PM.png

    I do wish it showed the tags, because my report would make more sense. Anyhow, sorry I was of no help to you.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)