What if I want to include category groups in my report or graph?

You can include category groups in a report or graph, but only in certain types of reports. This feature is available for summary, comparison, and budget reports and graphs.

Where you can use category groups

Category groups can only be used in the following types of reports:

• Summary reports

• Comparison reports

• Budget reports or graphs

They are not available in transaction-based reports.

How to include category groups

Follow these steps to add category groups to a supported report or graph:

1. Go to the Reports menu and choose Reports & Graphs Center.

2. In the Quicken Standard Reports list on the left, select a summary, comparison, or budget report.

   • If the report is inside a folder, click the folder to expand the list.

3. Click Customize.

4. Select the Category Groups tab.

5. In the Select Category Groups section, check the boxes for the category groups you want to include.

After customizing, run the report to view totals grouped by the categories you've selected.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"