About Quicken for Mac Reporting - Add Subtotals, Ideally at the Bottom of Data (108 Legacy Votes)
Marla Hewitt
Member ✭✭
Wondering if you will add the function of being able to subtotal in reports. I.e. and annual report on a category, with months subtotals. My Q2007 for MAC does a great job with this.
Also, SubTotals on Reports - Add Subtotals, Ideally at the Bottom of Data
(see comment below: https://community.quicken.com/discussion/comment/17851348/#Comment_17851348 )
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http://getsatisfaction.com/quickencommunity/topics/can-i-create-a-report-selected-by-category-but-sorted-and-sub-totaled-by-payee-in-quicken-for-mac-2015...
http://getsatisfaction.com/quickencommunity/topics/unable-to-sort-categorized-reports-by-payee-with-quicken-mac-2015...
http://getsatisfaction.com/quickencommunity/topics/quicken-mac-v2-4-2-i-was-hopeful-but-ill-be-putting-in-for-a-refund...
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Please add subtotal capabilities with the flexibility that the report customization engine in QM2007 and QWin have, as appropriate to the report type, as per the example shown here:
Make this option easily accessible either before or after generating the report.
(If you find this feature helpful, please be sure to click "Like" below so others will know, then click "VOTE" above to increase the count and therefore its visibility by the developers, thanks.)
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Go take a look at the list and vote for the ones you want to see implemented in Quicken for Mac.
Be sure to go there and click on the link to the IDEA you want to VOTE on to increase the count and therefore its visibility to the developers.
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This is what I explain in detail in Request for Customizable Reporting Engine, and briefly in Create a useful Category/Transaction Detail Report, which is a more practical and versatile approach, and is easier for developers once built, as there are fewer templates to maintain (as it is in QM2007).
What makes this approach extremely convenient is because you do not have to re-define your selection criteria for the report. There are many good reasons to be able to flip between these choices.
To the developers, please seriously consider this approach.
(I repeat this thought here too, in the discussion about a Transaction Detail report.)
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At the very least, if you do not restore them to the bottom, like it was in the past (e.g. QM2007), it should be an option to have them either at the top or the bottom.
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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:
- Restore Transactions Downloading Acceptance and Matching workflow
- List of Requests for Reconciliation Process
- List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
- Add QuickMath functionality
- Loan Amortization
- List of Requests Related to Investments
- True multi-currency conversion support
- List of Requests Related to Budgets
- List of Requests for Data Entry and Usability Options and Features
- List of Requests for User Interface Options and Features
and many others.Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.
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!
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Category Summary Report - This one shows all the details, but they are grouped by category, and not by tag. Doesn't get me there. I want to see the total balance, by tag.
Payee Summary Report - Give the details by provider, but for some reason it will not include "Banking" transactions, so it shows balanced due irrespective of payments made by checking, by credit card or by cash. And, the tag information is not present.
The bottom line is that I cannot generate a report that shows me what I owe my medical providers. If I cannot find a way to get around this, I will have to go back to Quicken for Windows, and use Parallels to run it.
PLEEEEEZE HELP!!!!
1) The Tags By Yr display can by limited to just one year via selection of dates.
2a) The 1st window the "Tag Summary by Year" displays only the selected subtotals by tags by yr.
2b) By clicking on one of these subtotals, a 2nd window displays "Tag Summary by Year - Details"
2c) Then depending upon the type of transaction (Transfer, etc) ... clicking on the transaction, that 2nd window re-draws to display the details of the particular transaction.
I have found this sequence works for Transfers and Credit Card transactions, but can be complex situations that I find difficult to sort out. So if I get one that I like, I end up saving it as a customized report, rather than trying to remember how to re-create that report on-the-fly.
HTH
I track our medical by tag, where a tag might say, "2016-09-05 Dr Smith - Checkup", and I do this in an account called "Medical". Then when I enter the bill from Dr Smith, I give it that tag. I do the same with the credits from Medicare, from our other medical insurance, and insurance adjustments, each with that same tag. When I look at the "Tag" report, I see the balance still due to Dr Smith.
Then, I pay the bill from Checking, and enter it with the appropriate tag, and show it as a transfer to "Medical" account. The Medical account then shows a running total of our complete medical balance due. If the Tag report would do what it is supposed to do, it would then likewise show the amount due to each provider, according to the Tags. As it is, all I can get is the "Medical" account total due.
For some reason, "Transfers" to the Medical account do not include transfer transactions in the tag totals, so there's no easy way to see what is owed to whom. Rats! It worked great in the Windows version for years. I wonder why the two sets of programmers don't talk to each other.
Thank you for your info, and it was helpful. Now if we can just get Quicken programmers to be in depth Quicken users, maybe that would help.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.
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.
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How about putting TOTALs at the bottom of the column rather than the top.
Note: This conversation was created from a reply on: List of Requests for Report Types in Quicken for Mac.
I agree !!
Note: This conversation was created from a reply on: List of Requests for Report Types in Quicken for Mac.
so do I. Remember the old days when you did things by hand. I made a list of numbers, drew a lline underneath the last one, added them up and put your solution underneath the line. Made sense then. Why not now?
Note: This conversation was created from a reply on: List of Requests for Report Types in Quicken for Mac.
On one hand, I agree with you that it's complicated, and I think that unfortunately turns a lot of people off from tracking down the issues they care about and voting. On the flip side, if he had made a simpler list of broad topics, it's possible that everything would have been too generalized -- e.g. "make reports better!" -- and of no help to the development team. You or I might organize the topics differently, but @smayer97 is the one who took the initiative to spent many dozens of hours to set up these pages and maintain them; it may be a little difficult to navigate, but it's better than not having any organized way to vote for features we each consider important.
If there's a specific topic you'd like to vote for but don't want to fight your way through finding it, post what it is and @smayer97 or someone here will give you a direct link to that topic.
I prefer Totals at the bottom of a column.
Ability to Subtotal for different payees within categories
for a few examples
It has the entire list I have put together all in one view...note however that none of my lists contain 100% of the IDEA posts...that is always a work in progress.
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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 report is the basis for MANY other reports, as described in detail in this post; only the selection and formatting criteria are different.
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