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Quicken exports year-end data which I want to collect for a decade. I wish to compare expenses by category and subcategory for each year in a decade. It has the appropriate report, but when the Qui...
What does the full export look like? There must be some information concerning budget categories and subcategories.
I don't use Quicken, but do use Excel to track my own income and expenses. I WANT it to be a full list of all transactions, and with each transaction I have columns for category and subcategory. It then is simplicity itself to use Excel's Pivot Table capability to produce exactly that year-by-year report you seem to desire.
No macro, no VBA. Excel does the work. Does Quicken let you export such a set of data? That is to say, an export with at least the following columns, transaction by transaction:
Date
Amount
Payee (Payor)
Category
SubCategory