Add ability to save and re-use customized date ranges (6 Legacy Votes 14 Merged Votes)

smayer97
smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
edited May 25 in Reports (Mac)
Please add the ability to create and name date ranges for re-use like in QM2007. These should be available for reports.

Note that this has 2 related features:
- to store and name customized date ranges
- to intelligently and dynamically adjust the date ranges when these customized ranges are used
(These can be set with fixed dates or dynamically adjusting dates.)
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(Canadian
user since '92, STILL using QM2007)
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Comments

  • ericg
    ericg Member ✭✭✭
    edited March 2020
    When specifying a date range for a report, I would like the option to specify a custom, dynamic date range of Start of Year - End of Last Month or, more generally, Start of Year - End of # Months ago. This was a favorite feature of mine from Quicken 2007 and I have sorely missed it in the Quicken 2017 and Quicken 2018.

    One other way to supply the functionality I want would be to extend the AppleScript Dictionary to allow me to specify the date range of a report. My script could then do the appropriate calculation and set the end date.
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  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited February 2018
    Thanks for the suggestion.



    You might want to review this compilation of QMac report related suggestions to see if there are other report improvements you would like to see implemented:



    https://getsatisfaction.com/quickenco...
    Quicken user since Q1999. Currently using QW2017.
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  • ericg
    ericg Member ✭✭✭
    edited October 2018
    This reply was created from a merged topic originally titled Would like additional date range options when creating a report.


    With the release of Quicken 2019, I wanted to bring up this feature request of mine again...

    When specifying a date range for a report, I would like the option to specify a custom, dynamic date range of Start of Year - End of Last Month or, more generally, Start of Year - End of # Months ago. This was a favorite feature of mine from Quicken 2007 and I have sorely missed it in the Quicken 2017, Quicken 2018, and Quicken 2019.

    One other way to supply the functionality I want would be to extend the AppleScript Dictionary to allow me to specify the date range of a report. My script could then do the appropriate calculation and set the end date.
  • ericg
    ericg Member ✭✭✭
    I would like to be able to save a report with the date option "year to end of last month". I used to be able to do this with Quicken 2007. I would like the option back. The current "Year to Date" option is useless for me.

    Manually adjusting the date constantly is annoying.
  • ericg
    ericg Member ✭✭✭
    In an ancient version of Quicken, I used to be able to specify a dynamic date range of "Year to End of Last Month". This means that if it was June 20th, 2021 the report would be from 1/1/2021 to 5/31/2021. I would like to see this feature come back so I no longer am required to adjust the end date manually every time. 
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited May 25
    This request has two parts. The first is to have "relative" or "dynamic" date options, in addition to static dates, in custom date ranges. "Today" and "Yesterday" are dynamic dates. Other options might include "Beginning/End of This month", "Beginning/End of Last Month", "Beginning/End of Last Quarter", "Beginning/End of Last Year".

    Additionally, this asks for the ability to save a particular date range, static or dynamic, to use anywhere dates ranges are used. For example, if I frequently needed to revisit certain reports for different prior years, I might want to specify 1/1/2019-12/31/2019 and name it "2019" and 1/1/2018-12/31/2018 and name it "2018", so I could use those named date ranges instead of needing to manually enter the dates each time. Another option might mix a status and dynamic date, such as 1/1/2020-today, which I could save as "Since 1/1/20". 

    To both of these feature requests, I say yes, yes, Yes! I do a lot more of typing in date ranges in current Quicken Mac than I used to in Quicken 2007, because these features are missing.

    Fellow Quicken Mac users, if this functionality is of interest to you, then please scroll to the top of this page and click the little arrow in the yellow box to add your vote.

    @Quicken Anja  I'd note that there are several existing Idea threads asking for basically the same thing, or one of these two things (dynamic dates and/or saved customer date ranges), although users have used slightly different terminology or scope in asking for the same thing. These probably can't be neatly merged without making a mess of these threads, but when you put them together, there's more interest in this functionality than any one thread indicates:

    Would like additional date range options when creating a report   (currently 10 votes)


    New Date Range Option: Year to End of Last Month   (currently 3 votes)

    and this thread:
    Add ability to save and re-use customized date ranges   (currently 14 votes)
    [Moderator Note (5/25/21, the three threads referenced above have been merged together. QS]
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited May 22
    Yup ... more date range features are VERY MUCH NEEDED! Especially creating customized date ranges that can also be saved with reports.
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  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Gauge the current interest? Re-using reports, comparing periods, etc.

    Is this REALLY a question that needs to be asked? Is it not obvious the significant benefit this affords?

    I have dozens of customized date ranges that I re-use ALL THE TIME in QM2007. A real pain without this.
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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    smayer97 said:
    Gauge the current interest? Re-using reports, comparing periods, etc.  Is this REALLY a question that needs to be asked? Is it not obvious the significant benefit this affords?
    @smayer97 Yes, I agree that this is something I'd like to see. But the problem here is that there are only 14 votes total for this idea request after two years.

    Many, probably most, Idea requests on this forum are worthwhile, but they have to prioritize which ones get attention now, in the near future, and further down the line. When the moderators post these "gauging current interest" questions, they are actually helping to surface these old threads to the top of people's screens and u people to vote for them. Some ideas get more votes and get pushed higher up the list, while others get few/no votes and sink back down the list. 
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Thanks.... I had NO IDEA!

    BTW, that process assumes so much about how people use this forum.
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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    smayer97 said:
    Thanks.... I had NO IDEA!
    I don't want to make unwarranted assumptions; you're being sarcastic here, right?

    You were expressing incredulity that they were asking to gauge interest on existing idea threads which seems to need no further explanation. I was only explaining that I have learned the moderators do these types of "gauging interest" posts to bring dormant Idea threads to the top of the Recent Discussions list, which a lot of people on this site are more likely to see, to see if they can attract more comments and/or votes.

    And yes, there are issues with this forum. Clearly, looking at posts of Idea topics posted over time, the voting mechanism here attracts far fewer votes than previous platforms Quicken has used for this community. (The old big Vote button at the top of the page was a lot more obvious than scrolling to find a colored box under the first post and clicking on a tiny arrow to register a vote.) A topic here with 30 votes can be a high-enough vote getter to get the idea put in front of the developers -- just 30 users out of many thousands. But, of course, the developers don't just base their decisions on the votes and comments on this forum. There are Facebook and multiple Twitter accounts, all the interactions their Care representatives have for phone and chat support, feedback from beta testers, responses to surveys of users, as well as ideas the development and product management people have themselves -- all of which go into the pot for consideration about what projects to put on their development roadmap. 

    As I know you're aware, there are hundreds of feature and functionality requests users have asked the development team to tackle, and they can only address a handful of them every few months of work -- so they use this forum (and the other sources of customer interaction) not just for the raw ideas, but to develop a heat map to differentiate which features are most in demand and which would have an impact on the largest number of people. So while this platform is far from perfect, it's what they've have got, and it's a matter of trying to get the most input they can to guide development decisions.
    Quicken Mac Subscription • Quicken user since 1993