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Reporting Classes (Now "Tags") as columns is vital to me. I cannot switch from 2007 to 2016 until this functionality is there. This is how I skim to see if everything is in the right report. The report of all cost centers by column is then my archive record for my taxes.
I agree that reporting capabilities are under developed in QM2016. As a result reports in QM2007 are not carried over. This is the EXACT same need I have and one of the main reasons that is holding me back on QM2007.
If you have not done so already, I suggest you add your vote for these features to help guide the priorities by the developers. As per the directions of intuit Admin, you can submit your request for bugs/features for Quicken 2016 for Mac by entering into the field "Something not listed? Tell us:" here: http://www.quicken.com/mac/feedback
This is the surest way for them to see your request. The field may appear small but you can type in quite a bit.
(if you have too many details, you can always post them here and place a link to this thread in your feedback)
Take the time to also vote on any of the listed features that Intuit is considering.
In QM2007, this columnar summary report allows changing the rows and columns to a variety of choices: payees, categories, classes (tag), accounts, various date periods.Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
Ok...I have added another IDEA post to capture this request here:As another consideration, please make it possible to carry over report formats from QM2007. I have about 80 of them. Re-creating them (once QM2016+ supports each of the needed formats) would be extremely time consuming to set up, test and validate their accuracy, etc. So please factor this in when you design the reports engine.
@Marcus, I know you have mentioned that this is a top requested item. Just for completeness based on the new GetSat format, I thought I would include references I have submitted before of requests in support of this feature. The following are just a few samples of requests that support the requests above:Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
I don't see anybody begging for graphs. Graphs are a waste of good memory and design time
I agree that reporting capabilities are under developed in QM2016. As a result reports in QM2007 are not carried over. This is the EXACT same need I have and one of the main reasons that is holding me back on QM2007.
If you have not done so already, I suggest you add your vote for these features to help guide the priorities by the developers. As per the directions of intuit Admin, you can submit your request for bugs/features for Quicken 2016 for Mac by entering into the field "Something not listed? Tell us:" here: http://www.quicken.com/mac/feedback
This is the surest way for them to see your request. The field may appear small but you can type in quite a bit.
(if you have too many details, you can always post them here and place a link to this thread in your feedback)
Take the time to also vote on any of the listed features that Intuit is considering.
That may be true but this is not a graph...this is a tabular report format.
I agree that reporting capabilities are under developed in QM2016. As a result reports in QM2007 are not carried over. This is the EXACT same need I have and one of the main reasons that is holding me back on QM2007.
If you have not done so already, I suggest you add your vote for these features to help guide the priorities by the developers. As per the directions of intuit Admin, you can submit your request for bugs/features for Quicken 2016 for Mac by entering into the field "Something not listed? Tell us:" here: http://www.quicken.com/mac/feedback
This is the surest way for them to see your request. The field may appear small but you can type in quite a bit.
(if you have too many details, you can always post them here and place a link to this thread in your feedback)
Take the time to also vote on any of the listed features that Intuit is considering.
BTW, ignore the feedback link above, as this IDEA area in this forum is the current way to collect requests.
I agree that reporting capabilities are under developed in QM2016. As a result reports in QM2007 are not carried over. This is the EXACT same need I have and one of the main reasons that is holding me back on QM2007.
If you have not done so already, I suggest you add your vote for these features to help guide the priorities by the developers. As per the directions of intuit Admin, you can submit your request for bugs/features for Quicken 2016 for Mac by entering into the field "Something not listed? Tell us:" here: http://www.quicken.com/mac/feedback
This is the surest way for them to see your request. The field may appear small but you can type in quite a bit.
(if you have too many details, you can always post them here and place a link to this thread in your feedback)
Take the time to also vote on any of the listed features that Intuit is considering.
@Marcus (and developers), in a discussion here https://getsatisfaction.com/quickencommunity/topics/can-i-re-create-this-q2007-report-in-q2017?topic..., it became apparent that some issues need to be dealt with regarding tags. Since transactions can have multiple tags, there is the possibility to get cross-tagging, which would result in double-counting. I believe the options are quite simple to deal with this. Let me present to you my suggestions:Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
For the record, I want to highlight the fact that a properly designed report engine and equally important UI, for this Columnar report, like done in QM2007, would subsume the following reports that are currently in QM2017 v4.3.1:
To further explain what I mean, let's examine the Columnar Report template.
First, I want to point out that the only difference between a properly designed columnar report (like in QM2007) and a Summary report is that the Summary report only shows the subtotals for each row with no additional columns. All a columnar report does is add extra columns to show more detail of the subtotals, as outlined above for each report.
In fact, the report template UI could be taken one step further than QM2007 achieved and easily roll up the Comparison reports too by simply adding a check mark to expand the columnar report into a Comparison report, as has been outlined above, because those reports are just another extension/application of the columnar format.
Once properly developed, then a whole bunch of Business related reports that are currently in QM2007 could easily be deployed, listed as follows:
Again, though there might be some tweaks needed, all the above reports would be the same Columnar Report, simply with pre-set criteria as outlined above, as many report defaults are currently set up in QM2007.
In other words, the following are the advantages:
One way to implement this in a common UI is to have a report selection window with a menu with either the choice of a generic template (only default settings) or a selection of the different pre-defined reports, as listed above, whereby the UI shows or hides selection criteria as applies to the report.
I do not believe it would be significantly more effort than designing the reports individually but the return would be more significant from a usability perspective.
In the words of Mike Holmes of HGTV fame, "Do It Right".
If you see the value in this approach (similar to what is in QM2007), be sure to:
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(BTW you can add your vote for the here:
Columnar report (with selectable choices for rows and columns)
(see the for background info and a better understanding of this consolidated and versatile approach)oops...posted prematurely...I did not finish my edits...Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
For the record, I want to highlight the fact that a properly designed report engine and equally important user interface (UI), for this Columnar Summary Report, like done in QM2007, would subsume the following reports that are currently in QM2017 v4.3.1:Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
Of course for the templates to be as versatile as in QM2007, they need to include an essential the list of report related features, as was originally listed before at the linkQuicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
Are tags now available for Quicken Mac 2017? Since 2007 I left quicken due to lack of classes. Now quickbooks says it will not work with the new update to MAC OS upgrades. If classes are available with Quicken Mac 2017, I can come back......Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
fivepac, I'm not certain I understand your question, because classes still exist in Quicken 2007. In Quicken 2017, classes are renamed tags, and you can have more than one tag on a transaction.Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
@fivepac QMac has something called Tags, since QEM (2010), which is very similar to Classes but not identical. The difference between QM2007 and QM2017 is that you can now have multiple tags on a single transaction. The problem is there are no 'sub-Tags', so if you use Sub-Classes in QM2007, they get converted to regular Tags.Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.
This flexibility with reporting is absolutely essential to provide concise tax data to our CPA and for general financial planning
I agree that reporting capabilities are under developed in QM2016. As a result reports in QM2007 are not carried over. This is the EXACT same need I have and one of the main reasons that is holding me back on QM2007.
If you have not done so already, I suggest you add your vote for these features to help guide the priorities by the developers. As per the directions of intuit Admin, you can submit your request for bugs/features for Quicken 2016 for Mac by entering into the field "Something not listed? Tell us:" here: http://www.quicken.com/mac/feedback
This is the surest way for them to see your request. The field may appear small but you can type in quite a bit.
(if you have too many details, you can always post them here and place a link to this thread in your feedback)
Take the time to also vote on any of the listed features that Intuit is considering.
Amy, it's hard to help you troubleshoot all the issues without knowing more specifics of some of your issues. I'd actually suggest starting new questions for each different topic (like reconciling), so you stand a better chance of getting answers from people here who can offer help.Amy Sewell said:I recently moved from 'Quicken 2007 for Mac' to Quicken 2016 for Mac and am very disappointed. I thought it was just a new learning curve,but I keep finding things that are either not accurate or just not present.
I had more than 10 years of saved tax reports that I cannot find. When I create a customized report, I cannot re-organize by date, payee or other previously customized fields, which makes it hard to read. Also, I cannot find "Quick Report" which offered a really easy way to run a report on just one category, or payee, or other field, and save that report.
I am also having trouble in my account transactions. Reconciling accounts is harder and less accurate. My checking account total is wrong, and I cannot find the error.
Creating as separate thread for visibilitAmy Sewell said:I recently moved from 'Quicken 2007 for Mac' to Quicken 2016 for Mac and am very disappointed. I thought it was just a new learning curve,but I keep finding things that are either not accurate or just not present.
I had more than 10 years of saved tax reports that I cannot find. When I create a customized report, I cannot re-organize by date, payee or other previously customized fields, which makes it hard to read. Also, I cannot find "Quick Report" which offered a really easy way to run a report on just one category, or payee, or other field, and save that report.
I am also having trouble in my account transactions. Reconciling accounts is harder and less accurate. My checking account total is wrong, and I cannot find the error.
Moving to original post comment was part ofDavid Thorup said:Welcome to the club. But aren't those graphs pretty!
Quicken used to be one of the most powerful accounting tools. Quicken for Mac 2007 and 2009 were able to make beautiful detailed reports. Now the Quicken for Mac software is useless for Reports, as it can not do what the photo above shows.
I agree that reporting capabilities are under developed in QM2016. As a result reports in QM2007 are not carried over. This is the EXACT same need I have and one of the main reasons that is holding me back on QM2007.
If you have not done so already, I suggest you add your vote for these features to help guide the priorities by the developers. As per the directions of intuit Admin, you can submit your request for bugs/features for Quicken 2016 for Mac by entering into the field "Something not listed? Tell us:" here: http://www.quicken.com/mac/feedback
This is the surest way for them to see your request. The field may appear small but you can type in quite a bit.
(if you have too many details, you can always post them here and place a link to this thread in your feedback)
Take the time to also vote on any of the listed features that Intuit is considering.
Re-writing code takes time? You have got to be kidding!Quicken Marcus said:Thank you. The picture in your description is perfect. No this functionality is not yet available in Quicken for Mac but it's a top requested item and something we are seriously considering for our 2017 release. Unfortunately the Quicken 2007 code is too old to just re-use so we have to rewrite everything from scratch which takes time.