Feature Request: Ability to organize reports in folders (6 merged votes)

tacarey

Feature Request: Ability to organize reports in folders

[email protected]

The more reports I create, the more I really, really wish this was a thing. It would be so nice to be able to make a 2019 folder, for example, to organize reports specific to that year, etc.

Banjo47

New MAC version 5.16.0 is great! You have made it easy and powerful to create custom reports and now the Reports menu has gotten long and unwieldy. You have put subfolders in for comparison, crosstab, and Other Reports, so now give us the ability to create our own named report menu subfolders to organize our custom reports.

smayer97

Better yet, make it open a separate window to manage custom reports...having about 80 of them makes it unwieldy even in a separate sub-menu.

jacobs

The Quicken Mac product manager said in another thread: "Reports are in a transition period in this release so the long menu is only temporary.  We'll be moving to a new and improved design to access reports in the near future." 

Jeff Leisenring

It would be great to have a report heading for archival reports. I like to create custom yearly reports by category and have not found a way to save them anywhere other than in My Reports. How about a methodology to have an historic report heading and the ability to save custom reports in it?

Thanks

Robert

Yes please!

Gaylen

I would like to suggest that Reports be structured to allow reports to be placed in Folders such as Cruises, Taxes, Utilities, specific years. I have over 50 reports that I would like to be able to organize for easier storage and access.

NotACPA

Are you talking about report templates, or the actual reports where a date range, etc has been selected.

If the latter, why not just print them to PDF files, and use Windows folders?

Also have you taken a look at REPORTS, EasyAnswers in Q?

UKR

@Gaylen ,

which flavor of Quicken do you use? Quicken for Windows or Mac?

You posted this question to the "Community Improvement Suggestions" category, which is apparently not what you're after.
Please let us know what it should be so that a moderator can recategorize your question and we can give you correct answers.

Gaylen

My profile shows a Mac Subscription. I've looked everywhere for a place to make a suggestion for improving Quicken and this was the closest I could find. Any suggestions?

Gaylen

> @NotACPA said:
> Are you talking about report templates, or the actual reports where a date range, etc has been selected.If the latter, why not just print them to PDF files, and use Windows folders?Also have you taken a look at REPORTS, EasyAnswers in Q?

I'm referring to saved reports maintained for records and backup. It wouldn't be very efficient to manually paste them in outside folders, if if they are moved, it would be impossible to verify, crosscheck, or change a transaction in the report or the original transaction.. Can't find any reference to EasyAnswers in Q.

Quicken Anja

Hello @Gaylen,

Thank you for taking the time to visit the Community and post your Idea request.

Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. This way other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Please, be sure to add your own vote as well.

NotACPA

"I'm referring to saved reports maintained for records and backup. It wouldn't be very efficient to manually paste them in outside folders, "

You don't need to manually paste them into outside folders ... just direct each report to the outside folder when producing it.

ALSO, anything saved in Q, including transaction receipts that are attached to Q transactions, can ONLY be viewed when Q is open. There is no external viewer for these items.

So, are you willing to open Q everytime that you want to see what you spent on groceries last month ... and a stored PDF can tell you all the same things.

And, lastly, both stored attachments and stored reports cause incredible file bloat in Q ... and degrade the products performance.  Are you willing to put up with that?

jacobs

Gaylen said:

My profile shows a Mac Subscription. I've looked everywhere for a place to make a suggestion for improving Quicken and this was the closest I could find. Any suggestions?

A moderator has moved your post to a Mac-specific category. In the future, if you click on Categories and view the list, look for:
    Quicken for Mac
     |—>  Product Ideas - Quicken for Mac
              |—>  appropriate category for area of improvement, such as
                       Reports or Investments or Display/UI

Gaylen said:

I'm referring to saved reports maintained for records and backup. It wouldn't be very efficient to manually paste them in outside folders, if if they are moved, it would be impossible to verify, crosscheck, or change a transaction in the report or the original transaction.

I'm still confused about what you are seeking. For records, you would want an unchanging, permanent version out a report you ran in Quicken, saved as a PDF file. This would be external to Quicken. But if you want to be able to change a transaction int he report, then you'd want to have saved report settings in Quicken, such that you could re-run the report on demand, and get an updated version if you've changed any of the underlying data. I'm guessing this is what you're seeking, right?

The developers in the past year revamped the Reports are of Quicken Mac, so any saved reports you create will be in the My Reports area. And you are correct that there is no way to create any hierarchy, like folders, there -- so it's a reasonable request for a future feature. That said, I think with a bit of focus on how you name your custom reports you can do a lot of organization even in the single list view of My Reports.

One way would be to start every report name with a year, if you want to save a report with a specific year's date range and other parameters. So "2020 Net Worth", "2019 Investment Income", "2017 Spending", etc. That would group all the reports for each year together, and if you ever want to delete ones that are old enough you no longer need them, they're all together to do so. Alternatively, you could group reports by subject, using a naming convention such as "Spending: Amex: 2020", "Income: Investments: Retirement accounts: 2019", "Spending: Utilities" -- or whatever makes sense to you. Basically, use whatever naming schedule you would use if you could create folders. Even if you have 50 reports, I think you'll find it easy to pick the one you want out of the list quite easily if you use a consistent naming scheme like one of these approaches.

georgia1026

Yes! Please add the ability to use folders to organize reports. I have to say I am pretty disappointed in Quicken for Mac. There are so many features that are not available compared to Quicken for PC.

jacobs

This Idea seems to be a subset of a broader idea to allow users to create their own folders to organize their reports.

There seem to be two Idea threads for the same thing:

Feature Request: Ability to organize reports in folders

Folders for My Reports

I think those two Ideas can possibly be merged, and this one could be merged into the combined Idea.

Quicken_Tyka

Hello @jaco

Thank you for the response and for locating the related Ideas. All the 3 ideas have been merged into one idea and the vote count updated.

This idea will not be archived. For anyone visiting this Idea, please visit the top of the post and add a vote.



Thank you,

-Quicken Tyka