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Add description field to account report

John S

I want to add the account number and phone number to my account report. I believe this is possible in Windows.

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Reports

Accepted answers

smayer97

This is not possible in current versions of QMac but was possible in QM2007 and earlier. Meanwhile, you can add your VOTE to Ability to store notes/comments with a custom report.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

(If the triangle is black, your vote has already been counted.)

Your VOTES matter!

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John_in_NC

Which report exactly?

The Accounts Summary report does not allow this. If you create a transaction report by account, you can only edit the header (Report Name) field to add a phone number or account number.

smayer97

(If the triangle is black, your vote has already been counted.)

Your VOTES matter!

John S

Also, one can't export Account Summary to CSV, as one can with other reports. Dumb.

jacobs

@John S Account Summary is a holdover feature from the 2010-era Quicken Essentials code which formed the basis for the modern Quicken Mac. All the names reports in the bottom section of the Reports menu are these old reports. They offer varying levels of customizability (Account Summary offers none!), some can be exported and others (like Account Summary) can't, and there are data integrity issues with some (Category Summary). Over the past few years, the developers have been creating an all-new reports engine and user interface -- all the reports you can build with the "Create" options on the Reports menu -- which have much more configurability for users. Over time, all the old reports will be re-written using the new reports engine, but for now, the developers have left the old ones because there aren't yet new versions of all the reports available.