How can I change the vertical axis in a monthly report chart

ECL

I created a custom monthly summary report for specific categories and saved it. Now my monthly total dollars for these categories has changed over time but the report chart is still using the original scaling so all the data is chopped off. I can't see where to customize the scale or have it at least rescale for the maximum data value.

jacobs

@ECL Sorry, I forgot that even existed. The reports on the bottom of the Reports menu are old reports that are a carry-over from the 2010-era Quicken Essentials program which preceded the modern Quicken Mac. Over the past several years, the developers have been building out a new reports engine which is more powerful, flexible and extensible, and eventually those old reports will be retired and removed from the program. Currently, they co-exist, but there are a number of known problems with the old reports, and the developers haven't shown any indication they'll invest time in fixing problems with the old reports.

That's a long-winded explanation by way of saying I don't know of any way to adjust the graph in that report. The axis should be calculated on the fly.

I'm not sure I understand how you have values in green below zero; that report includes only expenses, not revenues, and expenses are negative values in red, starting with zero and going up as the expenses are larger (more negative); you have green values going down from zero -- negative expenses? One thing I'd try is narrowing your time range to see if the graph is correct over a shorter period of time; try a year, or even a single month, just to see.

Quicken_Tyka

Hello ECL,

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response. 

When I print a report, I have the option to Fit to Scale or change the orientation of the report.



If I save the report as a PDF then print the PDF, (shown above) I get an option to change the scale fo the report by percent.



Will this option work to fit the data to the page?

Let me know!

-Quicken Tyka

jacobs

@Quicken_Tyka The3 poster was asking about printing a chart, not making the report fit.

@ECL I want to check whether you're talking about Quicken Mac. Quicken Mac reports do not include charts.

ECL

I am talking about an existing "Spending Over Time" report in Quicken Deluxe Mac 2020 which produces a monthly chart on top and a monthly table below it. My problem is that the y-axis on the chart is stuck at +/-$10K max even though the monthly totals are now greater than $10K. I noticed if I create a new "Spending Over Time" report the y-axis of the chart has no problem scaling to numbers larger than $10K, but the existing customized "Spending Over Time" report has no way to adjust the y-axis limits manually and is not doing it automatically. See attached image.

jacobs

@ECL Sorry, I forgot that even existed. The reports on the bottom of the Reports menu are old reports that are a carry-over from the 2010-era Quicken Essentials program which preceded the modern Quicken Mac. Over the past several years, the developers have been building out a new reports engine which is more powerful, flexible and extensible, and eventually those old reports will be retired and removed from the program. Currently, they co-exist, but there are a number of known problems with the old reports, and the developers haven't shown any indication they'll invest time in fixing problems with the old reports.

That's a long-winded explanation by way of saying I don't know of any way to adjust the graph in that report. The axis should be calculated on the fly.

I'm not sure I understand how you have values in green below zero; that report includes only expenses, not revenues, and expenses are negative values in red, starting with zero and going up as the expenses are larger (more negative); you have green values going down from zero -- negative expenses? One thing I'd try is narrowing your time range to see if the graph is correct over a shorter period of time; try a year, or even a single month, just to see.