Add More Sorting Options to Reports in Quicken for Mac (106 Legacy Votes)

smayer97

Please add sorting 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 "VOTE" above to increase the count and therefore its visibility by the developers, thanks.) 

smayer97

You can now VOTE for MANY other types of reports and report features, here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...

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.

(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 
  
• 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!

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

Ralph Lua

This reply was created from a merged topic originally titled Ability to sort category reports by "Memo/Notes" field.


Ability to sort category reports by "Memo/Notes" Field.

Note: This conversation was created from a reply on: List of Requests for Report Types in Quicken for Mac.

Unknown

The ability to sort Payee reports alphabetically by Payee, rather than the default sort by most to least dollars spent would be most helpful.

K7JV

Very  much like the ability to sort Payee reports by TAG.

smayer97

Yes, this is the same as Class from QM2007. 

Unknown

Would also like to see the same flexibility in QM2007 to use variable column headings (date, class/tag, whatever) for reports.  If you just replicate the same reporting functionality and flexibility in QM2007, I'd fully convert.  Its the only thing holding me back now.  Recent improvements have been great!  Thanks.

smayer97

You can add your VOTE to Ability to Choose to Show/Hide Columns That Appear in Reports.

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. 

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

Unknown

Actually, having a report called Payee Summary that sorts on anything other than Payee is silly!

Unknown

Would like to sort transaction report by category. 

jacobs

Damon, it depends what report you are using. And what version of Quicken Mac are you using?

In Quicken 2017, 2018 or 2019, see if you're doing this:

• Reports > New Report
• Transaction Report
• Subtotal by Category
• Create Report
• Click Customize
• Set the date range you want for the report (e.g. this year, this month, etc.)
• Click on the Accounts and/or Category tabs, and click on the "Include only transactions from selected account/categories if you want to restrict your report to only certain Accounts or only certain Categories.
• In the resulting report, you can click on the Category heading twice to have it sort in alphabetical order by category (separately within Income and Expenses)

Does that get you were you want?

Unknown

You can sort by category , but the big issue is that you can't  sort that category by payee like you could in Q2007 Mac 12 years ago.

jacobs

egmacrae, actually, yes you can. It's easy...

Generate the transaction report by category (as described above). Then click the Payee heading to have it sort by Payee name in ascending alphabetical order within each category.

smayer97

But can you switch from Category to Payee as first sort like you can in QM2007? Or any of the other sorts?

jacobs

With the current user interface for creating a report, no.

Category reports and Payee reports are separate: when you do New Report, you choose the primary type of report you want: Transaction, Summary, or Comparison. In this case, once you select Transaction, you must choose what the report is going to group/subtotal by: Category, Payee, Account, Tag or Time (date). Once it generates the initial report, you can change the date range and set any filters you want, and it will update the report. Then you can sort (really, it's the secondary sort) on any of the columns in your report. You can change those secondary sorts at any time on the fly, but if you want to go from a report by Payee to a report by Category, you have to create a separate report.

It's reasonably fast and easy once you get used to it, but I think some of this is a temporary user interface that will get more refined once they're done building out the new report engine.

smayer97

I surely hope so because to me this is extremely cumbersome... where you have to recreate whole criteria to refine just one report then wish to use it again as a base for others (not necessarily the same type) rather than starting all over... When you have hundreds and hundreds of categories and accounts then compound that with many dozens of reports, it gets onerous very fast.

I know I had an e-mail discussion with Marcus about this a couple of years back... hope this point got across.

jacobs

Do you really have lots of reports that have the exact same criteria except you need to flip back and forth between seeing the data sorted by category and seeing the data sorted by payee? (Perhaps you do; I just have a hard time envisioning what sort of data I'd need to report on where this would be a significant issue. But it may be a limit of my imagination about what sort of records you're keeping, as you have many, many more categories and many more accounts than I do.)

smayer97

Not all are exactly the same BUT some are... but in many cases it is FAR easier to start with report criteria and formatting that already exist and have been fine tuned that to start from scratch.

smayer97

Oh and almost forgot other important reasons.... sometimes there is a need to flip between different report formats / sorts using the same criteria for analysis. And sometimes you start off creating a report with all the criteria and formatting only to realize another format would be better suited... I can go on...

Bottom line, this is functionality I use consistently. I am sure I am not alone.