Feature Request: Using "Action" as a field to report on (Q Mac)

Fred L

While working estate planning stuff during the pandemic, I came across the fact that I can't generate a report based on the Action field. I'm looking to provide our executors with a quick printout/pdf of what bills are automatically paid via pull (eBill), what bills are automatically BillPaid (BillPayAuto), and which are manually paid via either manual BillPay or check.

Thanks,

Fred

John_in_NC

Hi, Fred:

I understand this is a (quite valid) feature request. Reporting does need more options.

In the interim, you can, however, quickly generate such a report:

1. Make sure the Action column is visible in the accounts you wish to need report on.
2. Select the Account (or Parent Header) in the sidebar (such as All Transactions to view/search transactions across all accounts)
3. Enter the Action term such as "Bill Paid" in the search field. You can click on the magnifying glass to narrow your search to only the Action column.
4. 
   
5. This will pull up all matching transactions. You can view onscreen or command+p to print this register search as a report. (You will various output options when you choose to print.)

I hope this helps. I use the live searching all the time.

Fred L

Excellent response. It answers the mail for now but output is a bit ugly. Thank you!
Miffed that I didn't think of that ;-)

John_in_NC

If you don't like the output, instead of printing, you can export the transactions to CSV. This will include all the visible columns. You can open in a spreadsheet of your choice.

Quicken Anja

Hello All,

This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

jacobs

This is a valid request which should not be archived.

There are actually several fields in Quicken Mac which cannot be used as criteria in building reports. We can create transaction reports by account, category, date range, Payee or Tag, singly or in combination -- but we cannot specify text in the Memo/Notes fields, Action field, Check number, or an Amount/Amount range. I used these options extensively in Quicken 2007, particularly the Memo/Notes field. While Search can be useful for finding some of this data, as John explained above, there are many reasons why it's not sufficient. If a user wants to match Memo or Action text and use another criterion, it becomes difficult or impossible to do with Search. (For instance, a report of all transactions with Memo contains "xyz" and Tag="ABC"; the closest you can come is using Search for the Memo text, sorting the results by the Tag field, selecting just those transactions with the desired tag, and printing/exporting the selected records. Other examples are simply impossible to do within Quicken without exporting transactions to massage in a spreadsheet.) Perhaps adding another tab in Edit Reports for "Other fields" would allow the developers to add several of these fields as criteria in one window.

glpugliese

I use Windows and have this same problem. I need to generate a report that shows all of the withdrawals from certain accounts and all of the deposits for some other accounts for the last 6 years. The data downloaded from my investment companies show up in the accounts' Quicken transactions with an Action of "Deposit" or "Withdraw" but there doesn't seem to be any way to use that to produce the reports I need.

davishunt

Along the same line of thought, it would be very handy to be able to right click on a category to create a report of this category. This can be done by a right click of a specific transaction and selecting "Report on xxxx category". It would be useful to carry this process over to the Categories Window and be able to right click on a category to get a report on that category. This feature was available in Quicken 2007 via the "Quick Report" button on the menu bar. You would select the category from the category list and hit the Quick Report button to generate the report.