Bucket Income Categories
I need Quicken to bucket Income categories just as it does for expenses & put that into a pie chart. Right now the bar graphs only show the total income, then I have to go through it line by line, & it's very confusing.
Comments
-
@mandie1008, thanks for posting your request to the Community!
I went ahead and moved this out of Feature Requests for now so we can gain some clarity on your request. Are you referring to Planned Spending, Watchlists, Reports, or somewhere else in the program? We have a couple of existing requests you can check out as well to see if they fit your needs:
Let us know!
-Coach Natalie
0 -
If you are referring to the income report, on Report>Income page select "By payee" in the Breakdown dropdown menu and select "Total" and the pie chart icon upper right corner of the graph window.
There are a few more ways to view this information by selecting different options on this page.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
I don't see a pie chart option. I only get the bar graphs
0 -
@SeattleSue, thanks for posting on this topic!
To clarify, are you using the Quicken Simplifi Web App or the Mobile App? And what Report are you looking at? Or are you looking at the Spending Plan or a different feature?
Please let us know so we can best assist!
-Coach Natalie
0
