Print collapsed view of transaction report (1 Merged Vote)

Harvey Kabaker

Would like the option of printing the collapsed view of a report that shows grouping subtotals without the transactions. Below is a sample of what I can see and what I get in print. This would be useful for similar layouts of other reports.

Harvey Kabaker

Screen shots missing above.

RickO

Would using a Summary Report (with Column Time, Interval None) instead of a Transaction Report work for you?

If not, there's a workaround using Excel or Numbers, but it's pretty tedious.

jacobs

Using a summary report is sometimes the answer, but not always. I agree with @Harvey Kabaker that there should be a way to print the report as it is currently configured on-screen. If a user spends time tweaking columns and rows to display what they want, it doesn't make sense that it will honor the column configuration but ignore collapsed category rows. It's easy to have some data in detail and some collapsed on-screen, but this can't then be printed. So I'm casting my vote in favor of this functionality request.

rbolmsted

Hello @Quicken_Natalie

We CAN expand or collapse individual items. It would be nice, especially with the recent enhancement to only print what shows, to be able to Collapse ALL with one click and Expand ALL with one click on any screen that allows Collapse/Expand. Other products handle this several ways. The simplest UI is a triangle on the heading line at the far left above the triangle column that will apply to ALL.

Thanks. Bob

Quicken_Tyka

Hello @rbolmsted

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 have moved your post to the ongoing Idea thread to add the ability to print a collapsed view of a report.

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

BRETTB

Like to be able to print only selected Transactions of a register with a total.

One report of deposits with details and total that I take to the bank.

jacobs

First, the original request for this Idea post has been implemented.

@BRETTB You can do this! Select whatever transactions you want, then select Print. In the dialog box that pops up, select Include: Selected Transactions Only. You'll get a report of just those highlighted transactions.

For selecting transactions, Quicken works like a standard Mac application: Click on one transaction and then Shift-click on another transaction to select all the transactions between them. Command-click to select (or de-select) other (non-contiguous) transactions. The total of the selected transactions will show above the column headings.

For just recent deposits, for instance, you could click on your checking account in the left sidebar. Then set a date range for the period of transaction you want, such as last month, last quarter, or any date range. Then click on the Amount column heading (or Payment, if you have that showing instead of Amount), so it will sort all the deposits together. You can then print them. But depending on your needs that may not be good enough, because now the transactions are out of date order. (In that case, you can export the selected transactions, open them in Excel or Numbers, and sort them in date order.)

BRETTB

I do not how to selected entries with the Crtl Click command (for individual entries) and Shift Click commands for a range

I have Quicken Home, Business and Rental Property and I'm not seeing the pop up Print Dialog box unless your talking about the Print Register/Transaction box?   Mine does not pop up.  The issue with this is that one has to put date range then it prints shows the bank balance vs a total of the selected transactions.  

If I export to excel - it exports the whole register vs selected entries?

This should be a desired feature to be able to print and export selected entries with a total and bank balance if one chooses so.

jacobs

@BRETTB  You said you have Quicken Home, Business and Rental Property. Are you using Quicken Mac? (This thread is about Quicken Mac.) While it is possible to have a Quicken Home and Business subscription for Quicken Mac, there is actually no specific Home and Business software for the Mac. If you are using Quicken Mac only, the next time you renew your subscription, you should step down to Quicken Premier, because paying more for Home and Business gets you absolutely nothing you don't get with Quicken Premier. 

Assuming you are using Quicken Mac, I'll go through how to select, print and export selected entries again…

To select a range of entries, click on the first one so it is highlighted. Go to the last one, and hold down Shift while you click on it. All the entries between the first and last will now be highlighted in blue.

To elect discontiguous entries, start by clicking on one entry, or a range of entries as described above. Now, to add additional entries, Command-click (not Control-Click, it's Command-click). To de-select any highlighted entry, Command-click on it. You can continue this for as many entries as you wish -- just remember to keep doing Command-click; if you do a regular click, you will lose all the ones you have previously highlighted.

The number of selected entries and their total amount will be shown just above the column headings on the right side.

To print the entries you have selected, you can either click the Print icon in the bottom toolbar, or you can select Print from the File menu. Either way, this brings up a small dialog box with a red Q logo, with two drop-down menus. "Format as:" should remain on the default of "Transaction Detail". "Include:" should be changed from "All visible Transactions" to "Selected transactions only". This tells Quicken you want to print just the transactions you have highlighted. Click OK and you'll get a standard print dialog box from which you can complete printing. 

The same applies for exporting to a spreadsheet. Select the transactions you wish to export, and select File > Export Register Transactions to CSV file. You will see a pop-up window for export options where you should set "Export:" to "Selected transactions only".

BRETTB

I have the windows version (HB&R) version - latest as of today.

I know about the commands - select range and individual entries.

The issue is with the pop up print screen - It pops up the Print Register dialog box which show a date range when it should have another option to print selected entries that I have marked with the above commands.  

Then on printing selected entries it should also print out the total of those entries.

Also should be able to do the same with the export - (currently it export the whole register), I want to be able to export just the selected entries.

jacobs

@BRETTB  You posted your question in a Quicken Mac thread, so my answers above are not relevant for you. Mac users like myself can't help with your Quicken Windows question, and many of there Windows experts won't see it here. I suggest you create a New Question and select a Windows category, and hopefully some of the Windows users on the forum will be able to help you.