Quicken Deluxe 2020 for Mac - Reporting question

dgodshal

Just upgraded from Essentials for Mac (circa 2013 or so) to Deluxe 2020. In old system, had list of reports on the lower left, incl a bunch of custom reports we had set up over time. Current version seems to just have the "reports" pull down, which contains all custom reports plus canned reports choose to create. That seems like it would be unwieldy. Assume there is nothing similar to what existed prior, and will have to get over it?

RickO

You are correct. No more reports in the sidebar. The custom saved reports appear only at the top of the Reports menu.

Boatnmaniac

@RickO - Just a question.  I'm a QW user and have little knowledge of QM...mostly knowing that there are quite a few differences between the two.  In QW we are able to save custom reports to the toolbar at the top just below the various program menus.  Does QM offer that capability or something similar to that?

RickO

Yes, you can save custom reports. But there is no toolbar at the top. The saved reports appear in the Reports menu.

Boatnmaniac

Thanks.  I just learned a little more about QM.