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Bring back Quick Report for Mac (77 Legacy Votes)

I really want QkReport!
Trying out Quicken 2017, the one reporting feature I miss most is QkReport from QM2007. I often want to know how much I paid to one payee (or when). The feature allows you to choose [payee, category, class, account or security], and a set of date-range options, and one box to enter the text to search for. Why keep track of all this data if you can't find out whether you paid Ralph for that old bill you found in the bottom of your car.
It is possible in Quicken 2017 to find such things, but the process is laborious and very time-consuming.
Trying out Quicken 2017, the one reporting feature I miss most is QkReport from QM2007. I often want to know how much I paid to one payee (or when). The feature allows you to choose [payee, category, class, account or security], and a set of date-range options, and one box to enter the text to search for. Why keep track of all this data if you can't find out whether you paid Ralph for that old bill you found in the bottom of your car.
It is possible in Quicken 2017 to find such things, but the process is laborious and very time-consuming.
16
Comments
Granted, this is still a limited version of the functionality. So Quick Reports needs to be improved to:NEW: Added ability to create Quick Category and Tag
reports by right clicking (CTRL+Click) on a transaction and selecting
Report [Category or Tag].
- to include a Quick Payee report when you right-click on a transaction.
- allow creating a Quick Report as described by Paul Schopf (the OP) above
This would bring it on par with QM2007.Of course, there are still all the report related features that are missing to customize the report better (see my next post to find those).
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
So now, all we need is the ability to create Quick Reports without find a transaction first, and with all the controls.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
I was able to print (to pdf) the result of one such search - no problem. But I would replace your "print" with "export" as in CSV or some spreadsheet format.
The concept that Q'17 has "powerful search" sounded funny to me, but I have come to learn that searching the registers is the best way for me to get my "report" data. For instance, if you select the "Banking" set of accounts, you can then select whatever dates you want to include, and you can choose whether to see cash or credit card accounts or both. Then you can select whether to see income or spending or both. With all these chosen, you can search on any of the visible columns for text. You can then click on the column headers to sort by Payee, Category, Account, or whatever.
Then if you select a range of transactions, the File -> Export menu item lets you Export Register Transactions to CSV file.
I realize that this probably does not fit your workflow, but you may find mods to something like this to help out. I recommend playing around with filtered views of register transactions to see all the various ways you can get what you need.
I think that in the future, I will find it more than a "workaround", as I discover more interesting features that lurk in this register search.
Next, I am interested in looking at what I can get out to the Investments tab.
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 Data Entry and Usability Options and 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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- ability to create a Quick Report on Memo, Account, or Security (like in QM2007)
- ability to create Quick Reports without finding a qualifying transaction first, and with all the controls.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
This thread is only for functionality to actually create Quick Reports.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian