Enable customizing the Mac net worth report by year (40 Legacy Votes)

Quicken Community
Quicken Community Employee mod
edited November 2019 in Reports (Mac)
Currently the net worth report in Quicken 2017 for Mac does not enable you to set the filter criteria by year.  Instead it defaults to show the data for every month. In the windows version I often run this report with the data displayed across all time shown per year.  I really miss this report in the mac version.
16 votes

Implemented · Last Updated

Implemented 5.17.0


  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 2018
    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...

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    user since '92, STILL using QM2007)
  • Snoopy FC
    Snoopy FC Member ✭✭✭✭
    edited February 2017
    Tony, couldn't agree more.  Just added the same thought here before I noticed your addition.  https://getsatisfaction.com/quickencommunity/topics/enable-customizing-the-mac-net-worth-report-by-y...
    QMac Subscription - iMac - Quicken Mac user since 1995
  • Snoopy FC
    Snoopy FC Member ✭✭✭✭
    edited July 2017
    This reply was created from a merged topic originally titled Add option to show years in the table below the graph in the net worth report QM2....

    Right now the table only shows month/year for each column, as shown in the picture below.  Can we add the option to only show the data by year?  I have too many months to look across and it would be more helpful to see by year.  

    QMac Subscription - iMac - Quicken Mac user since 1995
  • Erick
    Erick Member ✭✭
    edited November 2019

    I agree with the year idea.  I would also like quarterly columns.
  • Unknown
    Unknown Member
    edited May 2018
    I totally agree.  And there is no way to view the entire report because it extends horizontally without scroll bars.
  • Unknown
    Unknown Member
    edited May 2018
    There are many features that were available in Windows, but this is the one I miss the most after switching to MAC version.  
  • markrougeux
    markrougeux Member ✭✭✭
    Net worth reports are as of a moment in time. A snapshot. But the Reporting function only wants to give a range of dates. From x month to x month, which is not what I want. I want a typical, end of year report. I don't care about all the months of the year. Just a simple snapshot that will appear on one page. Currently, the net worth report spill over 3 pages! It's disastrous, and hopelessly useless. The old Quicken 2007 for the Mac had a very nice Net Worth report as well as a good Income Report (Income reports ARE for a period of time, not snapshots.) I don't understand how after all these years of the new Quicken, I cannot generate simple Income statements and Balance Sheets. Please provide this very basic functionality. Thanks
  • RickO
    RickO SuperUser, Mac Beta Beta
    If you click customize and change the date range to "this month", you will have a point in time net worth report.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • markrougeux
    markrougeux Member ✭✭✭
    And what is the precise date of "this month?"
    You don't generate balance sheets for "a month." They are as of a point in time. This particular day, or that. If I enter "this month," what will be the day of that month from which the data is gathered? There could be up to 31 possibilities! You see the problem? Quicken doesn't let you choose A date, apparently. So if I want a report for 12/31/18, how do I create that?

    Then there is also the mammoth problem with the formatting, as I mentioned. At least Q2007 knew how to format financial reports!
  • RickO
    RickO SuperUser, Mac Beta Beta
    The date is as of the last day of the month. But I agree, you should be able to choose any specific date.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Actually, this sounds like another shortcoming in QMac's reports.  In QWin, we can choose any dates that we want via the "Custom Date" option;

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • markrougeux
    markrougeux Member ✭✭✭
    Q2007 for the Mac understood that you didn't want or need to specify and interval for a net worth statement. It's pointless to specify a "from" and "to" date for it. In Q2007, there was simply a box for a single date. Wonder why that is so hard to implement?
  • stan
    stan Member ✭✭
    Since the above dialogue has not prompted any action on Quicken's part, I have added my voice to the need to add some of the basic report formatting available in Windows versions to the Mac version. Something as elementary as making the graph printing optional would certainly help.
  • John_M
    John_M Member ✭✭✭✭
    It seems to me that the easiest way of fixing this would be to add a "pick date" to the existing "Accounts Summary" report.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    The entire Accounts Summary report needs to be modernized. It's a carry-over from the 2010-era Quicken Essentials and hasn't been updated much. In addition to not being able to specify an "as of" date, it can't be printed at all and has limited control over account grouping and display (the groups don't quite match the left sidebar groups, which have been changed over time).
    Quicken Mac Subscription • Quicken user since 1993
  • Q4H
    Q4H Member
    I agree with the many comments above re the Mac Net Worth Report, or more commonly called Balance Sheet in accounting, that it s/b able to be prepared as of any specific date selected by the user. It is my #1 requested feature for Quicken to add.
  • ToGo109
    ToGo109 Member ✭✭✭
    I really want to be able to set intervals such as yearly, quarterly in net worth reports. I also want to be able to remove the funky graph from the report. It's really an awkward report now and we need it to be the same quality as offered i the Windows version. Come on guys. This has hung out there long enough to be deserving of your acumen particularly as your pricing keeps increasing.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited February 2020
    If you want this functionality, please make sure you VOTE for it (in the blue box under the first post at the top of this thread).

    Posting text in favor of an idea, and especially explaining why it matters, is helpful if the programmers decide to make changes to an area of the program, but it's a higher vote count that's really necessary to get them to consider making changes. (As of this writing, this idea has 40 legacy votes -- from the old community forum prior to this one -- and only 10 votes here in the year since switching to this forum. This idea needs more than 50 votes to pop up as a higher priority issue.)
    Quicken Mac Subscription • Quicken user since 1993
  • tjspjs
    tjspjs Member
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello all,

    I am happy to inform everyone that the new 5.17.0 release includes new customization options the Net Worth, including a yearly sorting option.

    This can be located by navigating to Reports > Net Worth.

    If you haven't already, please navigate to Quicken > Check for updates to check for updates. If you do not have the update available please check for updates again in 24-48 hours.

    Thank you for your patience throughout the implementation of this feature!

    -Quicken Tyka