category reports

PEGGY KOLLER's Avatar

PEGGY KOLLER

13 Feb, 2017 06:59 PM

How do i see the individual transactions that comprise the total in each catergory when I am looking in the category list? I am used to this function in Quicken. It creates a report for each category that lists the transactions that are assigned to the category

  1. 1 Posted by -Kevin N. on 13 Feb, 2017 07:11 PM

    -Kevin N.'s Avatar

    Hi Peggy,

    Try the 'Income and Expenses, Detailed' report.
    Post back if you need specific instructions on how to generate it.

    -Kevin N.
    (not a member of MD support)

  2. 2 Posted by Margaret Koller on 14 Feb, 2017 12:19 PM

    Margaret Koller's Avatar

    Thanks Kevin. I was hoping to generate the report directly from the the category list. Peggy

    Sent from my iPhone

  3. 3 Posted by rmalone2426 on 17 Feb, 2017 05:30 PM

    rmalone2426's Avatar

    Me too.
    I liked that feature in Quicken (Windows)...PLUS...
    in Quicken I think in a transaction--a double-cick on PAYEE or the CATEGORY generated a respective list of those transactions.....
    Not sure but seems a report format appeared to enter criteria for report, a date range, subtotal by.., etc..---sure was a lot easier to get quick reports of some transactions vs MD formaf for same type of report.

    Maybe MD could be enhanced to include these features?
    rm2426

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