Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Latest Mac update makes reports even less useful
Q-Mac's reports design was set up so that transfers did not show up in transaction reports. The rationale was that transfers don't really represent an increase or decrease in assets. That is true, but it assumes that reports are trying to keep track of income and expenses. There are a lot of other uses for reports besides income statements. Be that as it may, I worked around that by creating "dummy" categories representing certain accounts. When I transferred to one of those accounts I set the Category to the dummy and the Transfer to the actual. Now that the Category was no longer a transfer, I could build reports that would include the transfer transactions. A jury-rigged solution but it worked. The latest release, which touts including transfers, now assumes that any transaction with a transfer, regardless of the category, is to be considered as a transfer, and so is not included in the report. It blows my approach clean out of the water. And on top of that, transfers aren't really in the report. They've just created a third classification: Income, expense and transfers. So there's no integration of transfers, even mine with a legitimate category. The Quicken elves need either to revert the handling of non-transfer-categorized transactions to the way it used to be or to give the user the ability to specify that behavior.
This discussion has been closed.