Add Ability to Organize Reports by Income and Expense vs Cash Flow in Quicken Mac (70 Legacy Votes)

smayer97

Please add the ability to choose whether to organize a summary or a detailed transaction report by income and expense vs cash flow, like in other versions of Quicken (example from QM2007):



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smayer97

This IDEA has been added to the List of Requests for Report Related Features.
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Unknown

Yes, yes, yes. Please. And be able to break income and expense down by month columns. I did discover "Spending over time," but that's spending, not income, so I still need to run a monthly category summary report for each month of the time period. I am not a fan of the Quicken budget, so I have a spreadsheet, where I also track my business stuff, too.

smayer97

It turns out that this type of report is simply a subset or application of a Columnar report, which adds an extra column for each comparative period, and columns showing the calculation of the differences, as described here.
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Unknown

This reply was created from a merged topic originally titled A 'one-click' income report in the MAC version is unavailable. This is unaccepta....


Trying to get a 'simple, one click' statement of income for a given time period.  We [Quicken MAC users] used to have a 'check box' where we could clk 'Income' or 'Expense' to generate this custom report.  I cannot find it in Quicken for Mac 2019.  I've also been told by one of Ur [Quicken] tech reps that this feature is still available in the Windows addition.  Please bring this back in the MAC edition; it is VERY valuable tool, and we MAC users should have every feature available to Windows users

jlgg

This reply was created from a merged topic originally titled Moving to merge.


I'm not certain this is what you're looking for, but in the "All Transactions" window, you can select the income tab, and choose a date range and account grouping.

If you then choose to print the window, you will be given the choice to format by transaction or category.  I find for my personal use, choosing "All Banking & Investment Accounts" and formatting by category produces a very usable report which you can print or save as PDF.

Note: This conversation was created from a reply on: A 'one-click' income report in the MAC version is unavailable. This is unaccepta....

smayer97

What you are asking for is an Income Statement, aka Cash Flow or Profit & Loss (P&L). At the moment, the closest you can get to that is using the Category Summary Report or possibly the Tax Report. See if those fill the gap in the meantime.

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