BALANCE SHEET (aka Net Worth, Accts Summary) (+26 Legacy Votes)
JC5
Member ✭✭
Just upgraded from Quicken for Mac 2007 to Mac 2016 and converted files, can't find my saved reports from 2007, can I do a BALANCE SHEET (aka Net Worth aka Accounts Summary) or cash flow statement (aka Income Statement aka Profit & Loss (P&L)) in 2016?
I use Quicken because of flexible reporting. 2007 was great. Does 2016 have same functionality?
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To track these 2 reports separately, this thread will track the Balance Sheet report.
The following will be used to track the Income Statement report. You can add your VOTE for the
Income Statement (Income vs Expenses) aka Cash Flow aka Profit & Loss (P&L) type report.
First, click on the underlined link above to go there, then be sure to click the little grey triangle under the VOTE count in the blue banner on THAT page, so your vote will count (it may take a moment for your vote to register).
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It turns out that both these types of report are simply a subset or application of a Columnar Summary report, which apply varying a sort, subtotal, grouping, show applicable number of columns as needed.
Therefore, you should also add your VOTE for the add your votes for Columnar Summary report (with selectable choices for rows and columns).
While you are at it, I highly recommend you to add your VOTES to related IDEAS found on the:
Your VOTES matter!
For background, you may want to read this post too. BTW, the columnar-type summary report is the basis for MANY other reports too, as described in detail in this post and a little lower; only the selection and formatting criteria are different.
I use Quicken because of flexible reporting. 2007 was great. Does 2016 have same functionality?
---------------------------
To track these 2 reports separately, this thread will track the Balance Sheet report.
To vote for a Balance Sheet report (or Printable Accounts Summary report), be sure to click the little grey triangle under the VOTE count in the blue banner below, so your vote will count (it may take a moment for your vote to register).
(If the triangle is solid black, your vote has been registered.)
Your VOTES matter!
Your VOTES matter!
Income Statement (Income vs Expenses) aka Cash Flow aka Profit & Loss (P&L) type report.
First, click on the underlined link above to go there, then be sure to click the little grey triangle under the VOTE count in the blue banner on THAT page, so your vote will count (it may take a moment for your vote to register).
-----------------------------
It turns out that both these types of report are simply a subset or application of a Columnar Summary report, which apply varying a sort, subtotal, grouping, show applicable number of columns as needed.
Therefore, you should also add your VOTE for the add your votes for Columnar Summary report (with selectable choices for rows and columns).
While you are at it, I highly recommend you to add your VOTES to related IDEAS found on the:
- List of Requests for Report Types
- List of Requests for Report Related Features,
- with the essential ones described and listed here
Your VOTES matter!
For background, you may want to read this post too. BTW, the columnar-type summary report is the basis for MANY other reports too, as described in detail in this post and a little lower; only the selection and formatting criteria are different.
14
Comments
You can add your VOTE for the Ability to carry forward report formats from other versions.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Report Related Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
NOTE: Since you purchased QM2016, you can get QM2007 for FREE. Just select QM2016 support instead.
Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
This will help make the transition easier for you when you are ready to upgrade by seeking to have the features you are used to in QM2007 end up in the latest version.
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types
- List of Requests for Report Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Add ability to track/store Prior Reconciled Statements/periods
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
- True multi-currency conversion support
- many requests for configuration options
and many others.Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
You can add your VOTE for the Columnar Summary report. You may also want to add your vote to each of the components that make up the essential related report features described here.
First, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers. Your VOTE matters!
BTW, the columnar-type summary report is the basis for MANY other reports, as described in detail in this post; only the selection and formatting criteria are different.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
I concur. Used Quicken 2007 on my Mac for years. Then found that Q2007 would not be compatible with Mac's 64 bit platform. So purchased Q2019 assuming that I would have access to the same reports as 2007. NOT: No Balance Sheet, no Income Statement, no Cash Flow report. Talked to a nice young man in customer service who tried to persuade me that Q2019 was more user friendly. Just can't imagine that Quicken would release a new application that didn't provide the most fundamental of accounting reports.
Note: This conversation was created from a reply on: Balance Sheet and Income Statement - Where Are They?.
As far as I can tell, the standard "Accounts Summary" report prints only balances as of the current date. In fact, I can't find any report available to print balances as of a given date. The "Net Worth Over Time" report allows historical end-of-month values, but nothing in between.
I know that the reports module is getting upgraded, but I would think that being able to change the date in the Accounts Summary report would be already available.
Am I missing something or do the reports really not permit this?
(screenshot from QM18, but similar in QM17)
In any case, you have 30 days from purchase to return QM18 for a full refund.
REPORTS > New Report > Summary Report or Comparison Report.
At least you can actually create a report by filtering accounts, categories and date range.
I've found that you can actually include transfer categories this way with some manipulation of the registers in Quicken Mac.
Make sure you show BOTH Category and Transfer in the register. Then, use a separate category than the transfer account in the Category column, but use the transfer account in the Transfer column.
Anyone who comes from Quicken Windows will find this very confusing and awkward. But it does work and makes Quicken Mac semi-functional at least.
For me, the current reports are the weakest part of QM2019. The 2007 reports just seemed to work for what I needed, while I have to make multiple changes to the 2019 reports to even get close-- and then double and triple check that a setting doesn't lose some transactions-- and then worry that I will make a change in the future and mess things up again.
Note that the original post is 3 years old!
You can add your VOTE for the
Income Statement (Income vs Expenses) aka Cash Flow aka Profit & Loss (P&L) type report.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Report Types. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
For those that want to reply, I know there are ways to get this information otherwise, but none as simply or nicely as this other report. For example, net worth report is summarizing total changes in net worth, so a user has to subtract the previous and current month. Silly.