Home Quicken for Mac Product Ideas - Quicken for Mac Reports (Mac)

Bring back Quick Report for Mac (77 Legacy Votes)

13»

Comments

  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @GWHorter

    Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.

    I have moved your post to the ongoing Idea thread to add Quick Reports to the subscription version of Quicken.

    This Idea has been marked as "Under Consideration" meaning the Idea is currently being reviewed by the development team, however there is no ETA at this time.

    Thank you,

    -Quicken Tyka

    -Quicken Tyka
  • GWHorterGWHorter Member ✭✭
    Thank you. is there a way to get close with a custom report?
  • jacobsjacobs SuperUser ✭✭✭✭✭
    @GWHorter  If you read other posts in this thread, you'll see that you can fairly easily accomplish many of the things we could do in Quicken 2007 Quick Reports -- but not all. 

    It's pretty easy to create reports for Payees or Categories or Tags (Classes are now Tags). You can't create reports based on Memos, but you can Search for them and then print the transaction register of the Search results, which is pretty close to the same thing. 

    Many of us who loved Quicken 2007 felt something was drastically missing when we moved to the modern Quicken Mac. I felt that way when I first started using it, and I still do miss the Quicken 2007 approach at times -- but generally, once I adapted to Quicken Mac's way of doing things, I can find most of what I want to find pretty quickly and easily. A key thing to understand is that the developers felt a robust Search function would relieve the need for some of the old Quick Reports. Quicken 2007 had Find, which searched through accounts one at a time, but Quicken Mac's Search is much better and more powerful. Let's say I want to find out what I paid the last time I renewed my magazine subscription to Traveler magazine. In Quicken 2007, I would open Quick Report, enter a time range, enter 'Traveler' in the Payee field, and Quicken would think for a bit and produce a report of my transactions. In modern Quicken, I click on All Transactions on the left sidebar, enter 'Traveler' in the Search field, it thinks for a few seconds, and I get a register of my transactions. In both cases, I can print the report if I want to. The same approach is true for searching for something by category or with a specific words or words in the Memo field. Search in Quicken Mac works to replace many (not all) of the reasons people used QuickReport in Quicken 2007.

    There are some additional vestiges of QuickReport in modern Quicken Mac. If you are looking at a register with a particular transaction, and you want to find other instances of transactions for the same Payee or the same Category, you can Control-Click on the transaction and select "Report on (payee name)" or "Report on (category)". These function similar to Quicken 2007 QuickReports.

    For other searching in Quicken Mac, you can create a report that can be tailored around Payees, Categories, Accounts, or Tags. It does take a few more clicks than a QuickReport, but it allows more customization.

    My point overall is that while we longtime Quicken 2007 users love QuickReports, it's because it was a primary way to quickly find things in our database. Modern Quicken Mac has a different interface and in some cases a different approach, but I found that once I got over my frustration at not having QuickReports on the menu, I could actually do all the things I did before, and in most cases just as easily. But it does require a bit of a mindset change to work the way the program was built rather than trying to use it the way its predecessor was built.

    I hope that helps a bit. Post back here if there's some specific type of QuickReport you used to do that you're having trouble replicating in Quicken Mac now.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    ...developers felt a robust Search function would relieve the need for some of the old Quick Reports.  ....
    I found that once I got over my frustration at not having QuickReports on the menu, I could actually do all the things I did before, and in most cases just as easily.


    Search does NOT find only the split lines that match criterion but pulls entire transaction. Search therefore cannot give totals on only the matching split lines.

    You cannot save searches for re-use like reports.

    Still cannot create reports on Memo field...a BIG hole.

    Current "QuickReports" requires you to first find a similar transaction with the trigger field you are interested in (Payee, Category, Account or Tag)...you cannot create a QuickReport without this step.

    Of course, there is also still the a lot missing in the ability to format reports (let alone that current reports take up SO MUCH more space to create than other versions of Quicken).

    So there are still MANY things you cannot do with current search or reports.

    So, much functionality like QM2007 QuickReports is STILL missing with no work-arounds.




    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object 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 Q user since '92, STILL using QM2007)

Sign In or Register to comment.