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Add the ability to carry forward report format to Quicken Mac from other versions (102 Legacy Votes)

smayer97smayer97 SuperUser ✭✭✭✭✭
edited February 24 in Reports (Mac)
All report formats are lost when upgrading from QM2007 or from QWin to new QMac. Please add the ability to carry forward all report formats.

This feature would help address several issues/scenarios:
  • migrating from QM2007
  • migrating from QWin to QMac
  • ability to export and re-import report formats when as a troubleshooting approach, all transactions from a data file are exported into a new data file used to resolve some internal database problems.
(I myself have about 80 memorized reports. Recreating them would be a huge undertaking, from setting up, to testing, to validation. Of course, it requires that QMac have the corresponding report format to be able to carry them forward.)

This feature could be incorporated into this IDEA or be a separate feature:
Add Ability to Select Content of QXF File for Export


This has been requested MANY times in the forum, from both QMac users AND QWin users. The following are just a few samples of requests that support Requests for ability to import existing saved reports:

From QM2007: 

From Windows:

Data export and re-import:
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Comments

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    You may also want to add your VOTE to MANY types of reports and report features, here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...

    Click the link above to go take a look at the list and vote for the ones you want to see implemented in Quicken for Mac. 

    Be sure to scroll down the page, as some contain lists of related features.  Click on the link to EACH IDEA separatelyThen you 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 feature!

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019
    I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

    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: 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.)
  • SueSue Member ✭✭
    edited August 2018
    Idea/Question...since I have already upgraded from Quicken 2015 for Windows to Quicken 2017 for Mac and have lost all my Saved Reports, might there be a way, once Reports are more robust, to Export them out of Windows and Import them into the Mac version?
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 24
    No one can answer that question until they actually build it but this would require 2 things to work...QM2017 does have the ability to import more than one data file but usually that is reserved for when you are just starting your migration from an old version of Quicken...not sure how it fairs once you have been using a data file for a while in QM2017. 

    Also it would require the ability to only export only reports from QWin. I do not think that is currently an option.

    So, I suspect, if they do build this, it would be limited to new converts from Windows to Mac.
  • AlstuffAlstuff Member ✭✭
    edited February 24
    Me too!
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 24
    Then remember to click VOTE at the top of this page to have your voice counted.

  • hugh wundermanhugh wunderman Member
    edited February 24
    I have been using quicken for many, many years and it is absurd to me that reports like Transaction detail, Balance Sheet and Income statement that I have spent months of my life to create was abandoned in 2015 and still to this day in 2018 cannot be upgraded from my 2007 version which was the last fully functional and robust quicken product that no longer backs up in high sirerra on my mac and just does not get any better despite numerous complaints by myself and others and ridiculousness.  

    I guess it is time for me to find another program at this point that if I am going to have to recreate all my info again, one that will be more proactive to its clients who are the ones that purchases and supports their products.  Sad but done living in the dark ages with my finances.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 24
    I see the current status changed today to NOT PLANNED "As Quicken has moved to a subscription model, migrating reports from previous versions will soon be an obsolete concept, therefore this Idea will not be implemented. "

    How is this an obsolete concept? Is migrating data from QM2007 an obsolete concept? Clearly it is not, so why is migrating reports obsolete?

    Or for that matter, is migrating from QWin to QMac an obsolete concept? Clearly that is not either. Yet this idea encompasses migration from either.

    Also, there a troubleshooting approach where exporting all transactions from a data file into a new data file is used to resolve some internal database problems. This causes all reports to be lost. With the above feature, it would be possible to export and re-import report formats too and not lose all that work.

    Saying it has something to do with moving to Subscription is a red herring.

    This does not add up. Please clarify.

    [Edit: Quicken as changed the status back to New as a result]

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