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Is the a way to print or export lists of categories, payees, etc.?
Quicken Category Groups
0
Best Answer
Accepted Answer
Not directly, but there is a workaround. Follow these steps:
Go to the Reports menu and create a Summary Report.
In the first popup, choose Row:Category, Column:Time, Interval:None
Click Continue to Customize
Set Date Range: All Dates
For Accounts, Categories, Tags and Payees: choose 'Include.any.'
For Advanced, choose Income & Expense and Exclude All Transfers
You now have a report that shows every category used in any transaction (it will not show any unused categories).
You can print this report and ignore the dollar number, or
You can export to CSV, open in Excel or Numbers, and remove all but the Category column and then print.
For a Payee list, just change Row to Payee in step #2 above.
Quicken Mac Subscription; Quicken Mac user since the early 90s
Quicken For Mac Tutorial
Answers
How To Print Category List In Quicken For Mac
Accepted Answer
Not directly, but there is a workaround. Follow these steps:
Go to the Reports menu and create a Summary Report.
In the first popup, choose Row:Category, Column:Time, Interval:None
Click Continue to Customize
Set Date Range: All Dates
For Accounts, Categories, Tags and Payees: choose 'Include.any.'
For Advanced, choose Income & Expense and Exclude All Transfers
You now have a report that shows every category used in any transaction (it will not show any unused categories).
You can print this report and ignore the dollar number, or
You can export to CSV, open in Excel or Numbers, and remove all but the Category column and then print.
For a Payee list, just change Row to Payee in step #2 above.
Quicken Mac Subscription; Quicken Mac user since the early 90s