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Can I get a pie chart or bar graph alongside a custom summary report?

goodnessd
goodnessd Member ✭✭
edited June 2020 in Reports (Mac)
Will there be any support for Quicken Deluxe on Max to be able to visually see the data (e.g through bar graphs) for custom summary reports?
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  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    edited December 2020
    Hello @goodnessd

    Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.

    I have gone ahead and changed this post to an Idea thread so that others may vote to add this feature to Quicken.

    Be sure to navigate to the top of this post and click the up arrow to add your vote!


    Ideas are reviewed by our development team to see what people would like to be available in the future.

    Thank you,

    -Quicken Tyka

    ~~~***~~~
  • goodnessd
    goodnessd Member ✭✭
    Thanks @Quicken_Tyka. Where can I find a cumulative list of ideas?
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello @goodnessd

    The Idea posts are located under the Mac Category and then under "Product Ideas-Quicken for Mac"

    https://community.quicken.com/categories/product-ideas-quicken-for-mac

    There are several subcategories depending on the topic.

    I hope this helps!

    -Quicken Tyka
    ~~~***~~~
  • skthwaite
    skthwaite Member
    I don't understand why this functionality was removed from the mac version but still exists in the windows version. Come on people. Bring this back, it is way easier to see changes in graph/chart form than row/column form. Thank you.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    This capability wasn't removed from the Mac version; it just hasn't been built (yet). Quicken Mac was re-written from scratch over the past decade, and nothing from the old Quicken 2007 carried over -- each feature needs to be built from scratch.

    With an idea wishlist from users that consists of literally hundreds of new and enhanced features, the developers can't deliver them all and need to prioritize their work.

    The developers have focused primarily on adding capabilities entirely missing from Quicken Mac that didn't have workarounds. Producing charts and graphs is something users can do by exporting a report to .csv and opening in Numbers or Excel. I'm not suggesting that's as easy as having this functionality in Quicken Mac itself, only noting there's a way to get to the desired result with some extra steps.

    The developers also pay attention to which Ideas on this site generate the most heat from users. This topic hasn't seen a lot of requests until recently, and this Idea thread is where users who want to see such functionality can vote for it. A low number of votes doesn't mean an idea isn't a good one, nor that it won't be implemented eventually, but ideas with larger numbers of votes get moved up the priority list.
    Quicken Mac Subscription • Quicken user since 1993
  • This seems simple to me, though I am not a computer programer by any means. But I do know that there are graphs on the home tab which show bars and pies displaying income and expense data. If they can be there, why are they not also listed under the report tab. Just a thought. Nonetheless, I appreciate the new Quicken Team and all the work you guys have done since acquiring this software from Intuit. Thanks again.
  • TomJF
    TomJF Member ✭✭✭
    I'd like to add my support for more graphical displays of data. I can best understand how item costs (utilities, food, booze, auto repair, gas, travel, etc.) are evolving with a line or bar chart of categories over time. A collection of numbers and much study may provide more precise information, but a graph provides understanding and appreciation almost immediately. Also a pie chart of my investments types (stock, bond, property, cash, etc) is the best way for me to understand my market exposure.

    Please implement more graphical ways of displaying data as rapidly as possible!

    Thanks
    TomJF
  • drjackbo
    drjackbo Member ✭✭
    I added my vote above, but I'd like to reiterate how important I think it is to have a bar chart (or similar) feature for reports.
  • MNunes27
    MNunes27 Member
    Functionality was there before the upgrades. I can still run the saved report for Net Worth and it still generates the graph. I don't like the idea that I have to run a spreadsheet system separately to just get a simple line or bar chart. Might want to look at the code again jacobs
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @MNunes27  I can't look at the code, as I'm just a fellow user like you. ;)

    There are two sets of reports in Quicken at this point. There are 6 old reports which are carryovers from the predecessor Quicken Essentials program circa 2010. These reports will be eliminated from the program at some point, pending the developers providing a way to convert customized reports users have saved. Those reports were not very customizable, but a couple of them offered graphs. The Net Worth Over Time report is one of those.

    The old reports are identifiable with a gray icon, or in Reports > Quicken Reports > Other Reports.

    The new reports engine is used for all the other reports in Quicken. They are more customizable, and resolve bugs in some of the older reports, but none of them have graphs.


    Quicken Mac Subscription • Quicken user since 1993
  • Tim1963
    Tim1963 Member ✭✭
    I agree, it would be great to see a pie graph next on either with the report or in addition to the report. This is something, in my opinion, is badly needed with Quicken for Mac.
  • SKuhn
    SKuhn Member
    edited December 2020
    [Removed-Speculation] I have been using the old Quicken for the Mac since 1995 and have all my data there. 20 years ago, pie charts were not considered "unnecessary luxury" - they simply WORKED. I believe they even worked in fairly recent versions of Quicken. So, at the very least, if you are trying to foist an "upgrade" like 6.0 on unsuspecting subscribers, you should WARN them that some features will get lost. I have not found ANYTHING in Quicken 6.0 that I was sorely missing in previous versions - but now I am sorely missing pie charts. Come on - export and open in Excel and fiddle around until you get something that used to be simply available in Quicken - are you serious?!?
  • SKuhn
    SKuhn Member
    > There are two sets of reports in Quicken at this point. There are 6 old reports which are carryovers from the predecessor Quicken Essentials program circa 2010. These reports will be eliminated from the program at some point, pending the developers providing a way to convert customized reports users have saved. Those reports were not very customizable, but a couple of them offered graphs. The Net Worth Over Time report is one of those.
    >
    Since you are just a user yourself, why do you repeat the official Quicken excuses? As you say yourself, 6 old reports are still there - why remove ANY of the old reports if there are no replacements for their full functionality (just a useless list of endless numbers)? Why not at least warn users that if they upgrade to Quicken 6.0, they will loose "obsolete" features AND won't be able to open their own files in earlier versions of Quicken ever again to regain those features? As someone else stated, the home tab still shows a bar graph - but it's ability to be customized is so limited that I can't even look at previous years. It has SOME customizability, so why not at least spent the minimal amount of effort to make it more useful so subscribers have at least something to work with?
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    SKuhn said:
    Since you are just a user yourself, why do you repeat the official Quicken excuses? As you say yourself, 6 old reports are still there - why remove ANY of the old reports if there are no replacements for their full functionality (just a useless list of endless numbers)? Why not at least warn users that if they upgrade to Quicken 6.0, they will loose "obsolete" features AND won't be able to open their own files in earlier versions of Quicken ever again to regain those features? As someone else stated, the home tab still shows a bar graph - but it's ability to be customized is so limited that I can't even look at previous years. It has SOME customizability, so why not at least spent the minimal amount of effort to make it more useful so subscribers have at least something to work with?
    I'm not offering any excuses; I'm simply explaining the way things are.

    I've complained about reports since the modern Quicken Mac first came out as Quicken 2015 six years ago, and over time, I feel they have made very significant improvements in the accuracy and configurability of reports. But they definitely haven't crossed that finish line yet. There are still a number of often-requested reports features we're still waiting to see developed, including:
    • investment reports (now completely absent)
    • a more usable budget vs. actual report (with a user-specified date range)
    • more sorting and subtotaling options
    • totals and subtotals at the bottom of data instead of the top
    • optional graphs of report data
    We all use Quicken differently, so we can reasonably disagree on which of those, or other features, we feel are most important. I'm okay with tables of numbers without graphs, so that's not at the top of my priority list -- but I understand why some users prefer graphs. 

    That all said, I think you've got a misconception about Quicken 6.0: No reports or report functionality have been taken away from version 5.18 to 6.0.

    The old reports have a lot of flaws and limitations, which is why they spent years building a new reports engine and user interface. In the future, the developers have said they plan to remove the remaining old reports once users can accomplish similar things with the newer-generation reports. For instance, the old Category summary report is now pretty much obsolete, but some users have noted it offers subtotaling by Tags that the newer Transaction reports do not. Perhaps that's a reason they haven't yet removed Category Summary (even though it has several flaws, including sometimes omitting data) from the program.
    Quicken Mac Subscription • Quicken user since 1993
  • as a user of quicken since 1997 (at least) I have to admit that I'm disappointed that the functionality of quicken on the mac is so far behind the windows version from even 20 years ago.

    I appreciate that there's a backlog of work and that prioritization of this backlog is an on going issue. I expect the issue is a function of capacity and that the owners from 2016, H.I.G. Capital, are doing what all too many Private Equity firms do when they purchase companies and tech companies in particular--focus on short term profits over long term value.

    Sad.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @Michael DeCorte  Obviously none of us knows the inner workings and financials of H.I.G. and Quicken, but I'd note that the size of the Mac development team was substantially increased after H.I.G. brought Quicken out from its purgatory at Intuit -- the opposite of what you suggest a private equity firm would do.

    The forward progress on Quicken Mac still isn't as fast as any of us would like to see, but those limitations seem to be the result of the complexity of the code, not cutbacks by the ownership.
    Quicken Mac Subscription • Quicken user since 1993
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please 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
    ~~~***~~~
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