Create a useful Category/Transaction Detail Report in Quicken For Mac (248 Legacy Votes)

smayer97

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:

• 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*

* I have over 80 memorized reports, so with this feature would be extremely useful

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!

Click "Follow" at the top if you want to receive notifications of any replies to this thread.

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

As I explain above , this is a very important point to make, and makes a big difference, by implementing the ability to choose what to subtotal, as this can cause a single report template to take the place of 4 different reports, that is the Category Detail, Tag Detail, Payee Detail AND Account Detail reports.

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.)

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

Snoopy FC

You can get to one through the budget page.  I'd like to see them add the memo/notes to this detailed report.  That's the only thing I've seen. 

Snoopy FC

Adding a category detail report from the summary report would be helpful. 

smayer97

You can already get a Detailed category report on the Category Summary report, just not a separate detailed report like in QM2007 with all the features listed above.

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

smayer97

BTW, each of the links listed above is a feature request that you can vote on individually.

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.)

Unknown

The QMac 2007 Transaction Detail report is just about the only report I run, and run it at least a dozen of times a month to analyze my transactions. I maintain 6 different Quicken data files for various needs (rentals, trust accounts, personal and family members accounts). The reporting flexibility of QM2007 works great, but falls very short with every new "upgrade". I just don't understand why the reporting function is not part of the new versions when it worked so well in QM2007 and previous versions. 

smayer97

The following are some additional organized highlights of the many feature requests you will find:

• 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.)

smayer97

And of course, we need the following feature on the report too. Add your Vote for the feature to Add Unreconciled Filter in Transaction Register and 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.

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

ludie

I could not agree more with the need for this Quicken 2016 to incorporate the reporting options from 2007. I am stymied trying to prepare end of year spending reports in the format i had memorized and used for years. The generic offerings, even when "customized" are too general to be useful. I tried exporting CVS files and editing in Excel but, man, is that tedious and unsatisfying. Had I known how reporting was going to regress, I NEVER would have upgraded. Very bummed. A 25-year user of Quicken. 

Unknown

I have checked out every upgrade since QM 2007 and each have been inadequate for reporting compared to QM2007. I have not upgraded since then, waiting for this functionality to return. It is hard to understand that in 10 years, a great piece of software cannot retain the functionality of the previous versions. Upgrade is not an operative concept here. 

smayer97

Snoopy FC said:

You can get to one through the budget page.  I'd like to see them add the memo/notes to this detailed report.  That's the only thing I've seen. 

For this and other Budget related requests, see the List of Requests Related to Budgets

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

Unknown

Your repeated long canned response is not appreciated. No satisfaction is gotten. A response from inside of Quicken customer support would be much more satisfying

smayer97

I'm a user just like you looking for some of the same things. But If you are looking for feedback from Quicken as to when they will deliver on this or any other feature, that is not likely to happen. Quicken rarely discusses or announces features ahead of time. 

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.

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

Unknown

 

I need separate detailed report like the one provided in QM2007 date delimited. 

smayer97

Also, we need the following feature on the report too. Add your Vote to Add Ability to Organize Reports by Income and Expense vs Cash Flow

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.)

smayer97

Also, we need the following feature on the report too. Add your Vote to Add Ability to Organize Reports by Income and Expense vs Cash Flow

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.)

smayer97

Snoopy FC said:

Adding a category detail report from the summary report would be helpful. 

Agreed...I have a few dozen saved reports that use this format. 

Unknown

I just spent my time during the whole year using Quicken for Mac 2015 (after having to give up the 2009 version) only to discover that I cannot create the Reports I need!

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.

Unknown

Can you please help me with this report?

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".

smayer97

Another key feature that needs to be included in the creation of reports is the 
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!

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

smayer97

Meanwhile, you can add your VOTE to Report based on keyword of Memo/Notes.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)

Your VOTES matter!