Add Income Statement (Income vs Expenses) aka Cash Flow/Profit & Loss (P&L) report (83 Legacy Votes)

smayer97

Please add a Income Statement (Income vs Expenses) aka Cash Flow aka Profit & Loss (P&L) type report to Quicken for Mac. 

Here is a sample of a request for this type of feature: 
http://getsatisfaction.com/quickencommunity/topics/just-upgraded-from-quicken-for-mac-2007-to-mac-2016-and-converted-files-cant-find-my-saved-reports-from-2007...

Click VOTE at the top of THIS page, so your vote will count for THIS report type.

Also click "Follow" at the top if you want to receive notifications of any updates to this thread. 

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It turns out that this type of report is 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

Click on each underlined link, then follow the instructions to add your vote to more related ideas. 
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.

smayer97

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 separately. Then 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.)

smayer97

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:

• Restore Transactions Downloading Acceptance and Matching workflow 
  
• Option to Have Debits and Credits Tallied Separately for Reconciliation Process
• 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

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.)

smayer97

Just a reminder to click "Follow" at the top if you want to receive notifications of any replies to this thread. 

smayer97

 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:

• Restore Transactions Downloading Acceptance and Matching workflow 
• Option to Have Debits and Credits Tallied Separately for Reconciliation Process
• 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

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.)

smayer97

It turns out that these reports are simply a subset or applicaiton of a columnar summary report, with report being organized in income vs expense or cash flow format. 

You may want to add your VOTE to Add Ability to Organize Reports by Income and Expense vs Cash Flow.

If you have not already done so and you are wanting to promote a better detailed report, you may want to add your VOTE to Create Useful Category/Transaction Detail Report

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.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

You may also want to add your VOTE to the:

• List of Requests for Report Related Features
• List of Requests for Report Types

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.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Unknown

A cashflow statement is just as critical for managing finances as are balance sheets and a Profits & Loss statement.  Prior Q for Macs had this feature.

smayer97

Are you looking for the Summary version or the transaction detailed version?

ozarkcanoer

I don't think Quicken Mac 2017 has a Income report.  I'd like to be able to have a customer Income report by year that includes some or all of my Investing accounts and Banking/Credit accounts. Broken down by account and totaled for a year and by month.  Gross or Net Income should be an option. Am I missing a current capability?

Quicken Kristina

Hello All,

The status of this Idea has been changed to Planned as it has been accepted by our Product and Development team for future implementation. However, we do not have an ETA available.

Thank you!