Quicken for Mac 2018 - import reports from Quicken Mac 2007

Unknown

I need to import my custom reports from Quicken Mac 2007 into Quicken Mac 2018. Is there a way to do this?

John_in_NC

No.

You will have to recreate them.

smayer97

Actually, you cannot because QM2018 does not have all the same reports nor report related features so there is currently no way for Quicken to match the reports and settings. 

You can add your VOTE for the Ability to carry forward report formats from other versions.

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 by seeking to have the features you need or desire end up in the latest version.

While you are at it, I highly recommend you to add your VOTES to related IDEAS found on the:

• List of Requests for Report Related Features
• List of Requests for Report Types

Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

For background, you may want to read this post too.

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

George Chapman

Can you do simple reports in q 2018?

Concordman

 what kind of report would you be looking to generate ?

hugh wunderman

transaction reports, balance sheet and income statement.

hugh wunderman

they go to my accountant,,