Spending Report - I want to see transactions without clicking into a category (edited)

Chigs
Chigs Member
edited May 18 in Using Reports

The recent changes to the Spending Report having auto-grouping by Category is frustrating. I just want to see a comprehensive list of my transactions without having to click into a category like Shopping, Housing, Fitness, Insurance, etc.

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Comments

  • Coach Jon
    Coach Jon Moderator admin
    edited May 19

    Hello @Chigs,

    Thanks for reaching out! I believe you may currently be in Summary view mode for your Spending Report. If you switch to Transaction, this should allow you to see your transactions within the report grouped by category.

    image.png

    I hope this helps!

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin
    edited May 19

    Hello @Chigs,

    To clarify further, this change for reports in Quicken Simplifi was due to a recent enhancement:

    https://community.simplifimoney.com/discussion/15022/new-feature-alert-enhanced-reports

    Additionally, if you want something similar to what the old Spending report offered, you can use the Spending tab in account registers:

    image.png

    I hope this information helps!

    -Coach Jon

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