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Need account register report without split detail

There is no way to print a simple account register, just as you see it on the screen. The problem is that printing from a register offers only two options in a "Format As" drop-down menu: "Transaction Detail" or "Category Detail". What is needed is a third option: "Transaction Summary" or "Transaction (without splits)".
The problem with the current Transaction Detail is that it shows each split line as a separate line in the report. If you want a report that looks like the transaction register -- without splits -- there is no way to do that currently. There should be an option to suppress split lines. (There is also no other way to create such report using any available options on the Reports menu.)
The problem with the current Transaction Detail is that it shows each split line as a separate line in the report. If you want a report that looks like the transaction register -- without splits -- there is no way to do that currently. There should be an option to suppress split lines. (There is also no other way to create such report using any available options on the Reports menu.)
Quicken Mac Subscription • Quicken user since 1993
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Meanwhile, similar control is needed on other reports, so you may also want to add your VOTE to
Create Useful Category/Transaction Detail Report. This includes a report related feature to choose to show/hide split lines, just like QM2007 can, as captured here: Show/Hide Splits in registers and reports.
First, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT 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, you may want to add your VOTE to related IDEAS found on the
List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas.
Meanwhile, I highly recommend you to add your VOTES to related IDEAS found on the:
- List of Requests for Report Related Features,
- with the essential ones described and listed here
- 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. BTW, the columnar-type report is the basis for MANY other reports, as described in detail in this post a little lower; only the selection and formatting criteria are different.
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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
You point to the thread about Expanding split transactions as being sufficient. @smayer97, I'd note that what the actual title of the thread you link above as "Show/Hide Splits in registers and reports" is "Expanding split transactions," and I am concerned that from the title, the developers might overlook it as an already-implemented suggestion. (Reading through it, almost all of the requests in that thread have been implemented.) I think it is less likely for the developers to re-visit a thread on a topic they feel they've addressed, read through all the many comments, and parse out that there's one aspect of the multi-idea thread that they didn't yet implement; I think it's far easier for them to see a single-idea thread like this and immediately grasp the missing feature. (The other thread you reference, "Create a useful Category/Transaction Detail Report in Quicken For Mac," is also a compendium of many ideas for reports, some of which now have been implemented and some which have not.)
I also think it's easier for fellow users to find and vote for a single-idea topic like this than pore through all the nuances and cross-links of the other threads. (For what it's worth, this idea was actually brought up by another user, who hadn't found any of the existing threads which touch on this; that reinforced in my mind that this deserved its own idea post.) Finally, users can vote for as many topics as they like, so there's no harm in having this as a stand-alone request; it doesn't take away from any other thread or visa versa.
So I agree with this need in concept but not as a separate report. That said, if this idea is restricted to the printing of a register, then yes, I agree it should stand alone (it was rather late so that may not have fully sunk in the first time).
So as I understand it now, this would be like the options in QM2007:
So I would recommend users vote for this and then also consider voting on the other 2 threads so that there is consistency throughout Quicken to control when split lines show up or not.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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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 will adjust my previous post above to better reflect that.
- 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
Just to clarify what I think this would look like in Quicken 2019, here is the current pop-up pane when you select to Print a register:
And when you pull down the "Format as" menu, it currently shows two choices of format:
All I am proposing is the addition of a third format choice, depicted in this mock-up:
I think this would be clear to users and be an easy UI change for the developers to make. The report would remain the same as the current register report, except it would show only the main transaction lines and not the splits, which should again be fairly easy to implement.
- 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
P.S. - This is also how I create reports with Notes/Reminders. Currently, it is not possible to report on Notes/Reminders using the Reports feature in QWIN.