Expand/Collapse report detail

Neil Bray

Category summary reports use expand/collapse triangles to control the level of detail in the report. There are at least two levels of detail at the sub-category and category level. Is there a way to expand or collapse these levels via a button or in the report definition?

jacobs

@Neil Bray BUT… be aware that the Category Summary report is an old report carried over from the predecessor program that contributed some of the core code to Quicken Mac which is known to have bugs causing some data to be omitted at times. The developers have said the Category Summary report will be removed from the program in the future. I would not advise using the Category Summary report.

Unfortunately, the modern reports engine does not have any control for expanding and contracting the levels of detail. Worse, even if you manually set things the way you want on-screen, if you then print the report, it ignores what you're expanded or collapsed on-screen and prints with all levels fully expanded. The developers are aware of these shortcomings, but we don't know when fixes will be forthcoming.

Quicken_Natalie

Hello @Neil Bray,

Thank you for taking the time to reach out to the Community with your inquiry, although I apologize that you have not yet received a response.

The Category Summary report in Quicken for Mac allows you to customize the view between "details for all categories", "a summary of all categories", or "top-level categories only".


Additionally, the Transaction Report is available by Category and this one allows you to expand and collapse each level of category included in the report by using the arrow, as you've mentioned here. 



Hope this helps!

-Quicken Natalie 

jacobs

@Neil Bray BUT… be aware that the Category Summary report is an old report carried over from the predecessor program that contributed some of the core code to Quicken Mac which is known to have bugs causing some data to be omitted at times. The developers have said the Category Summary report will be removed from the program in the future. I would not advise using the Category Summary report.

Unfortunately, the modern reports engine does not have any control for expanding and contracting the levels of detail. Worse, even if you manually set things the way you want on-screen, if you then print the report, it ignores what you're expanded or collapsed on-screen and prints with all levels fully expanded. The developers are aware of these shortcomings, but we don't know when fixes will be forthcoming.

Neil Bray

Its unfortunate the report building function of QMac still so woefully trails the merely adequate function of QWin. I have been monitoring QMac for years now to see when to transition from QWin (Parallels VM) to native QMac. Looks like I will need to continue watching. Disappointing that the Mac side is so little valued. No Balance Sheet and no Account or Category transaction reports that don't require manipulation in Excel for so many years is very disappointing. I hope QMac catches up to QWin soon. An embarrassing situation for QMac developers.