Upgraded from Mac Quicken 2007 to 2019 and have a quick question about a report

johnk2020

Hi,

Just looking for a simple report like the one in Mac Quicken 2007 called "Category Detail Report", where you can enter criteria for the memo column then run the report sorted by expenses. I can't seem to find a summary report that will let you enter any criteria before you run the report. Just looking to sum the categories for a certain memo field, which are actually property address house numbers, so I can break down expenses like rent, repairs, etc., for the year.

I can use the search box on the memo field in the transaction register list, but that doesn't allow anything to sum (as far as I can tell).

Thanks!
John

smayer97

Be aware that there is NO equivalent in QMac to generate a report like QM2007 based on the memo field as there is NO way to isolate only the split transactions that meet your search. All the solutions provided are work-arounds only.

smayer97

Meanwhile, you can add your VOTE to Report based on keyword of Memo/Notes.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)

Your VOTES matter!

P.S. This is a subset of another idea you can vote on:
Create Useful Category/Transaction Detail Report

and is also related to this idea you can vote on:
Quick Report for Mac

John_in_NC

If you search by memo and select the transactions, you will see the sum/transaction count upper right

You can select multiple accounts via account groupings (or All Transactions) to search across multiple accounts at once.

Also, using Tags for the various properties would be ideal here. That way you could run a report by Tag.

RickO

Adding a couple things to what John said:

1) After you filter the register by memo, you can generate a report by transaction or category using menu File > Print. This report will show the total. You can also export the filtered register (menu File > Export > Register Transaction to CSV File) which will give you the ability to further manipulate it in Excel or Numbers.

2) As long as they aren't split transactions, it would be pretty easy to change over from using the memo field to using tags:

• Filter the register by the memo
• Select all transactions (menu Edit > Select All)
• Open Transaction Info (menu File > Get Info)
• Enter the property house number as a tag in the Tag file
• If other tags are already used, check Add to Existing Tags
• Clear the Memo field (if you wish all these transaction's memos blanked)
• Click OK

smayer97

Be aware that there is NO equivalent in QMac to generate a report like QM2007 based on the memo field as there is NO way to isolate only the split transactions that meet your search. All the solutions provided are work-arounds only.

johnk2020

Thanks everyone for the help. I'll try this stuff tonight.

smayer97

Meanwhile, you can add your VOTE to Report based on keyword of Memo/Notes.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
(If the triangle is black, your vote has already been counted.)

Your VOTES matter!

P.S. This is a subset of another idea you can vote on:
Create Useful Category/Transaction Detail Report

and is also related to this idea you can vote on:
Quick Report for Mac