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REQUEST: Can we get STANDARDIZED Report Formats

Ken45140 Member ✭✭
edited January 2020 in Reports (Windows)
As one who needs to make changes to some reports by copying into Excel, I am frustrated by the change in the formatting of at least two reports that cause lots of extra work, unnecessarily.

Specific example: many reports (Budget Report, Spending by Category) have Sub Totals for Major Categories shown at the top of the grouping. Example: House expenses, made up of House:Repairs, House:Utilities, House:Security, with the subtotal for House ABOVE the totals for the 3 sub-categories which make up House expenses.

 But then, the report for Current Spending vs Average Spending by Category has the Total BELOW the totals for the sub-categories.

 As I use various Excel macro modules to do various things, I need to have special programming for each Report Format variation. What a pain.

I suspect that this outcome has resulted from various different Quicken programmers putting the output placement where they thought it "looked good" rather than trying to "STANDARDIZE" this particular report output. ie, "Put all subtotals of grouped Categories BELOW the lines for each sub-category" could be an example principle.

One obvious reason for putting the Group Total ABOVE the sub-category totals is to allow collapsing the sub-categories, just leaving the Group totals visible. So why not do it the same in all reports?

Probably not many who read this will be interested, but it would be great for those of us who wish to modify reports in Excel to see STANDARDIZED reports.

Thanks for listening.
4 votes

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  • RTG
    RTG Member ✭✭
    +1 for this. Also, I would like to choose the default folder location for export to Excel
  • Phil Burton
    Phil Burton Member ✭✭✭
    +1 more. How about making the location of the Group Total a configurable option, for all reports.
    Been using Quicken (and TurboTax) since DOS days in 1990s.
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello all,

    Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.

    I noticed that there are more comments than added votes.

    Be sure to navigate to the top of this post and click the up arrow to add your vote!

    Ideas are reviewed by our development team to see what people would like to be available in the future.

    Thank you,

    -Quicken Tyka

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    +1 more. How about making the location of the Group Total a configurable option, for all reports.
    "all reports" -> "each report". I would like to configure this separately for each individual report.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
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