Printing "Categories and Sub-Categories" from Settings (edited)
Can you please provide the ability to print (or export to Excel) a complete "Categories and Sub-Categories" report for BOTH Business and Personal? This should be a STANDARD report/capability in any leading software application.
Thank you!
Comments
-
As a follow-up, users should NOT have to create a workaround, such as printing (or exporting) a Profit & Loss report, and then strip out everything except the Categories and Sub-Categories to get the above information.
0 -
@HeyHeyHoHo, thanks for posting to the Community!
To clarify, are you referring to printing category spending from reports? Or are you referring to printing the list of categories and subcategories available under Settings > Categories & tags? If the latter, we have an existing Idea post that you can add your vote and feedback to, and then follow for updates:
For more details on how Idea posts work here in the Community, please see our FAQ:
Otherwise, if you are looking to print category spending from reports, you can accomplish this with the print/export options available on the Quicken Simplifi Web App:
You can also export the list of transactions that are included in reports. Please see the section titled "Transaction View Customization" here for more details on how to access the transactions within reports:
And this article goes over exporting transactions:
I hope these resources are informative!
-Coach Natalie
0 -
I am referring to "printing (or exporting to Excel) the list of categories and subcategories available under Settings > Categories & tags. This is a very needed report that should be included as "Standard Functionality" in any leading software application.
2
