Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Report Capability

I still use Quicken 2007. I have 2017, but never liked it. It lacks the report capability of 2007. What report capability would I find in 2020?
Tagged:

Best Answer

Answers

  • Mark Temme
    Mark Temme Member
    Thanks. Disappointing.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    BTW you might mention what reporting the Quicken 2007 had that you feel Quicken 2017 and beyond doesn't have, and maybe someone can tell you how to do it in the later versions.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Mark Temme
    Mark Temme Member
    That's a good idea. For people familiar with 2007 reports: I use Transaction Detail, Tax Schedule, Tax Summary, Easy Answer reports frequently. For each of those I can choose date period and have a lot of ways to customize layout and content (subtotal by payee, class, category, ......,etc .; control content by category, payee, class, ......., etc.). I can always memorize reports, so I don't have to reconstruct them. I tried to explore this in 2017, but it seemed difficult and maybe impossible for some of the things I wanted to do. I have 26 years of Quicken data. Those reports have enabled me to answer many questions that I couldn't anticipate beforehand.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited April 2020
    None of that has been removed.  In fact there are more options not less.

    To customize a report click in the settings (gear icon).

    Note classes are called tags in the recent versions of Quicken.

    If you find a certain set of options that were in Quicken 2007 for a given report that aren't in the more recent versions of Quicken you can post a comment and then people can comment on how it might be done.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I just realized something.  At no time have you stated what operating system you have.

    Now I'm guessing that you have Mac, right?
    I was thinking you were talking about Windows.

    This is completely different since Quicken Mac was completely rewritten after 2007.

    So you will need replies from Quicken Mac users.  But do know this, they have made a lot of progress on reports in Quicken Mac in that last few years.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Mark Temme
    Mark Temme Member
    Yes I do have MAC. However your comments seem to apply. I looked at Quicken 2017 again, and it looks like it is capable of creating the reports I like, it's just harder to do. Since I didn't mention that I use MAC, I am still wondering about the difference between the current subscription version and 2017 in other aspects besides reports. Perhaps I need to look at or create another thread.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    You might get a better response if you ask your question on this page:

    The problem with the "before you buy" is that it isn't marked Mac/Windows and some people that might know the answer might only be looking on the threads marked with Mac.

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • RickO
    RickO SuperUser, Mac Beta Beta
    From a Mac guy: The reports in QMac Subscription and QM2017 are basically the same, but here have been some signifiant improvements. For example, there is much better control of how transfers are included now. Customization is also easier.

    Except for the tax reports, in QM2017 you would want to use "New Report". In QMac, they are called "Create ...Report". Don't use the old Category/Payee summary reports.

    For the QM2007 easy answer or quick reports (having trouble remembering what they were called), a lot of this can now be done right in the register. The registers now have filters and a search box. And there are group registers that combine accounts of the same type. So most of the time you don't even need to generate a report to get the answer you need. If you do want a report, you can (for example) right click on a payee name and generate a report for that payee right from the register.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
This discussion has been closed.