Help with quickly catagorizing expenses...then getting specific reports
I'm new to actually using Quicken Simplify. I'm in need of getting month to month expense reports, and hopefully reports summarized by quarter, or by any necessary time frame.
Have gone through some transactions during one month, tried catagorizing them, then noticed that those catagories did not hold for other months. How do I make them stick in the past, then for future occurences? Also, can I quiery for a summary of selected months? Thanks for anyu help.
Comments
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Hello @Georgia Man,
Thanks for reaching out! Can you clarify what you mean by the categories not holding for other months? Do you mean the transactions are being downloaded with categories that aren't being changed by a transaction rule? If not, you can set a transaction rule so that your payees/categories for your downloaded transactions come into Quicken Simplifi as you want them to:
As for running a report for multiple months of your choosing, you can absolutely set a custom date range for reports you run within Quicken Simplifi. Here is a support article with more information on how reports work in Quicken Simplifi:
-Coach Jon
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