Thanks. You suggestion gets me only part way there. The report has a column called Split which lists the Category. However, there is no way to sort or filter by category. Right now I have to export to Excel and do all of that there. Is there a way to filter and/or sort a report of transactions by Category (Split)? If not, there should be. Or, if not, am I using QB wrong? How would you suggest I categorize transactions so that I can tell what I paid for groceries versus gas versus subscriptions, etc.? I have dozens of these categories that I've used for years.