Add Ability to Include or Exclude Transfers on Reports in Quicken for Mac (121 Legacy Votes)

smayer97

Please add the ability to choose whether to include or exclude transfers on reports, like in other versions of Quicken (example from QM2007):



(If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.)

If you do not click VOTE at the top of each one, your vote will NOT be counted!

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smayer97

You can now VOTE for MANY 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 click on the link above to go there, then click VOTE at the top of EACH page of THAT request in the list below to increase the count and therefore its visibility to the developers.

I highly recommend that you also 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 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....

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

smayer97

Just to clarify the above feature to Include or Exclude Transfers on Reports, QMac is supposed to include transfers automatically if they are categorized (at least on the Category Summary Report). This has been in place since QM2015 v2.5+ (click to see QM2015 release notes).

The above feature is to allow control of that and override it as needed.

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.)

RickO

I will add that on the Category Summary report, this change should add the ability to include or exclude categorized transfer transactions from the main body (Money In/Money Out) section of the report.

As it is presently, if a transfer transaction is categorized, then it is listed in the "Other Transactions" section of the report, but is not listed in the Money In/Money Out section. This means that the total for a category that includes transfer transactions is missing those amounts. 

At the very least, choosing to not include transfer transactions on the report should result in those transactions being included in the Money In/Money Out section.

smayer97

For a work-around to show transfers in Reports, read:
Workaround for Transfers not Appearing in Reports (Includes New Loan Module)

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

Unknown

This reply was created from a merged topic originally titled Add Transfers.


And include transfers!

Note: This conversation was created from a reply on: Suggestion for Quicken Mac: Check numbers included in Cat. reports.

jsurpless

QM18 needs an option to include/exclude transfers in a report, similar to how QM2007 did.

I saw several posts on this for QM17 but nothing for QM18, so I figured I'd start it

jacobs

 Quicken 2018 hasn't had any change in this area, so whatever was written in any Quicken 2017 threads is still accurate as of now.

Additionally, I'm not sure that re-hashing why Quicken Mac users need this functionality is necessary. The product manager has acknowledged that they know this is often-requested functionality, but that implementing it requires some architectural changes they haven't yet completed. If you haven't done so previously, you could add your vote for this functionality by going to this link and clicking the blue Vote button at the upper right. (You may also find useful links in that thread, particularly this one, to some workarounds other users have been doing, while waiting for the developers to fully build out this capability.)

smayer97

I highly recommend you to add your VOTES to related IDEAS found on the:

• List of Requests for Report Related Features, 
• with the essential ones described and listed here 
  
• List of Requests for Report Types

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

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

Note: This conversation was created from a reply on: QM18 - Transfers Not Included In Transaction Reports.

Unknown

I'd like to expound on this just a little bit, as there's a report I created in Quicken Windows which I really liked and can't currently create.

Many of us have three things: one or more credit cards, a 401(k) plan, and a term loan, such as a mortgage or fixed-term student loan. Every month I make a payment on my mortgage, the balance I owe declines a little bit, which represents an effective saving. Every paycheck I receive that contains a deduction for a transfer to my 401(k) plan also represents an effective saving.

HOWEVER, it's quite easy to be saving money into a mortgage and a 401(k) plan, while at the same time slowly running up a credit card balance -- which is a bad financial move, but a hard one to track. I had created a report of all "forced savings," such as the examples listed in the previous paragraph. When my total savings were greater than my forced savings, then I know that I was paying down credit cards, rather than running up the balances.

Mark_Cruzer

They have added this feature, however it seems to be random, in Quicken for Mac 2020. Two Identical reports with identical customization, only one report is missing deposits and transfers and the other is not. I simply duplicate the report that includes what I want. How the report first was created I have no idea. I can fully customize the report into any other report I want and save it though. I just can't create a new Transaction report and know what it will do. Very funny. I can't believe I actually created a work around to the problem. I can't repeat it. AT least I have a report I can duplicate forever that shows me all the transactions that are in my checking account. It is all very strange and since I do have a work around, I won't ruin my day and call support....

jacobs

You posted about this in multiple threads. As I posted in response to your post in another thread, the reports on the Report menu under the three "Create…" options are old reports descended from the predecessor Quicken Essentials and they haven't been maintained as the developers built the new and improved reports engine you access by using the "Create…" options. There have been reports of data missing from those old reports, and the developers intend to remove them eventually, so I recommend not using any of them that can be replaced by one of the new reports engine reports.

Quicken_Tyka

Hello all,

This Idea has been updated to "Implemented"

The ability to include or exclude transfer can be located by customizing the report and selecting the "Advanced" tab.


Thank you for all of your votes!

-Quicken Tyka