Is the Canadian Deluxe Quicken Deluxe Canada 2020 Version 5.15.1 functional for reports? (Mac)
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Robin Whyte
Member ✭✭
I asked the following question on a chat yesterday: "I have a personal chequing account and a business chequing account. Once a year I transfer money from business to personal. I can’t make it show up in my annual personal report as ‘money in’? This used to be easy with earlier versions of Quicken."
The contents of the chat (attached) was so confusing that I gave up. I believe that many of the features of my version of Quicken are not available. I cannot place old reports into folders (or even make folders). Many forms of report do not have an 'advanced feature' on the customize tab so I can't manage transfers between accounts to make them look the way I want them to. Some reports have this feature, but I can't tell what the different reports are supposed to do. Some reports will not print in summary form, so my category summary of personal files is always detailed and runs to 68 pages.
How can I get assistance for this without waiting for an international call for 40 minutes or encountering further nonsense on a chat?
The contents of the chat (attached) was so confusing that I gave up. I believe that many of the features of my version of Quicken are not available. I cannot place old reports into folders (or even make folders). Many forms of report do not have an 'advanced feature' on the customize tab so I can't manage transfers between accounts to make them look the way I want them to. Some reports have this feature, but I can't tell what the different reports are supposed to do. Some reports will not print in summary form, so my category summary of personal files is always detailed and runs to 68 pages.
How can I get assistance for this without waiting for an international call for 40 minutes or encountering further nonsense on a chat?
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Best Answer
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Hello @Robin Whyte
Thank you for taking the time to visit the Community to post your question, although I am sorry to hear that support was unable to assist you.
The new reports, the "Transaction, Summary, Comparison" Report all offer an "Advanced" Tab to chose how you would like transfers to display.
The Transfer will display on the report as shown in the image below.
If you are using the "Category Summary" report, which is a stock report, this report does not offer an "Advanced Tab" and transfers will display at the bottom of the report under "Other Transactions."
If these transactions are a transfer, they will be displayed in the report in the format of a transfer. If you would like these transactions to display as income and expense, they may need to be categorized as an Income and Expense category instead of a transfer.
I hope this helps, please let me know if you have any further questions!
-Quicken Tyka
~~~***~~~6
Answers
-
Hello @Robin Whyte
Thank you for taking the time to visit the Community to post your question, although I am sorry to hear that support was unable to assist you.
The new reports, the "Transaction, Summary, Comparison" Report all offer an "Advanced" Tab to chose how you would like transfers to display.
The Transfer will display on the report as shown in the image below.
If you are using the "Category Summary" report, which is a stock report, this report does not offer an "Advanced Tab" and transfers will display at the bottom of the report under "Other Transactions."
If these transactions are a transfer, they will be displayed in the report in the format of a transfer. If you would like these transactions to display as income and expense, they may need to be categorized as an Income and Expense category instead of a transfer.
I hope this helps, please let me know if you have any further questions!
-Quicken Tyka
~~~***~~~6
This discussion has been closed.