Create a useful Category/Transaction Detail Report in Quicken For Mac (248 Legacy Votes)
smayer97
SuperUser ✭✭✭✭✭
What is needed is a category or transaction detail report like in QM2007 (and other versions of QWin). When included with the other report related features listed in this forum, it will achieve the level of versatility needed, such as with the following:
Currently, the only way to get anywhere close to this is via the Category Summary report and select to show details. Unfortunately, it is hugely inflexible, providing very little control over its content and format.
As I have described in detail here in Request for Customizable Reporting Engine, a single properly designed detail report template can be used to create 3 different detailed reports for Category, Payee and Accounts. This same template could be easily modified to also create the Tag Detail report, by simply changing the order of columns.
(The same approach can be use with a single summary report template to replace 4 existing Category, Payee and Accounts Summary, and even Tags reports.)
Of the 80+ memorized reports I have, over half of these are detail reports. So, this report is really needed.
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- SubTotals on reports
- More Sorting Options to Reports
- Choose to Show/Hide Columns That Appear in Reports
- Show/Hide Splits in registers and reports
- Selection Criteria for -No Category- and -No Tag- on Reports
- Ability to Include $0 (zero) Transactions in Reports
- Include or Exclude Transfers on Reports
- Ability to Organize Reports by Income and Expense vs Cash Flow
- Add Unreconciled Filter in Transaction Register and Reports
- Report Formatting Options
- and of course carry forward report formats from other versions*
Currently, the only way to get anywhere close to this is via the Category Summary report and select to show details. Unfortunately, it is hugely inflexible, providing very little control over its content and format.
As I have described in detail here in Request for Customizable Reporting Engine, a single properly designed detail report template can be used to create 3 different detailed reports for Category, Payee and Accounts. This same template could be easily modified to also create the Tag Detail report, by simply changing the order of columns.
(The same approach can be use with a single summary report template to replace 4 existing Category, Payee and Accounts Summary, and even Tags reports.)
Of the 80+ memorized reports I have, over half of these are detail reports. So, this report is really needed.
(If you find this feature helpful, please be sure to click "VOTE" at the top of this page 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 the page, your vote will NOT be counted!
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(Canadian
user since '92, STILL using QM2007)Have Questions? Check out these FAQs:
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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.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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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
- 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.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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This is what I explain in detail in Request for Customizable Reporting Engine, 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 to the is because the user does not have to re-define your selection criteria for the report. There are many good reasons to be able to flip between these choices, like when analysing your data.
To the developers, please seriously consider this approach.
(I repeat this thought here too, in the discussion about Subtotals.)
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If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
Have Questions? Check out these FAQs:
Click each link above to go vote for the ones you want to see implemented in Quicken for Mac. 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.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
Have Questions? Check out these FAQs:
- 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)
- Loan Amortization
- List of Requests Related to Investments
- 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.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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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.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
Have Questions? Check out these FAQs:
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
Have Questions? Check out these FAQs:
One of the means they have offered for users to voice their interests and needs (aside from their feedback page) is by posting and voting on feature requests here in this forum. It is about as good as it gets. But by adding votes in this forum, the cumulative interest can be seen.
On the other hand, not many other software companies offer the same level of opportunity. So take it for what it's worth.
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If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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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.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
Have Questions? Check out these FAQs:
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.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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I expected Quicken 2015 to be the same, if not better than the 2009 version, not unbelievably WORSE, to the point that it is USELESS to me as a business owner. How can that be????
This software used to be the most powerful accounting software on the market, only to be given a lobotomy in its current versions. It is USELESS for a business owner until it can make reports like the one shown above.
I expected Quicken 2015 to be the same, if not better than the 2009 version, not unbelievably WORSE, to the point that it is USELESS to me as a business owner. How can that be????
This software used to be the most powerful accounting software on the market, only to be given a lobotomy in its current versions. It is USELESS for a business owner until it can make reports like 2007 and 2009 versions.
How do I set it so it doesn't show a category as "other," ie "Fuel: Other Auto:Fuel"?
I just want the subcategory "Fuel" of the category "Auto".
Ability to Include $0 (zero) Transactions in Reports.
You can add your VOTE by first, clicking on the underlined link above to go there, then click VOTE at the top of THAT page.
Your VOTES matter!
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(Canadian
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