Payee summary report problem

Jfbohn1

Using Q2017 on a mac, I have generated a Payee Summary Report, but cannot clear it, save it, or get rid of it. As such, I cannot generate another Payee Summary. How may I get rid of the generated report÷

jacobs

In Quicken Mac 2017, you cannot delete a base report, but you can save as many variations as you wish. Base reports are at the bottom of the Reports menu. Above the base reports is "New Report" for creating your own reports. And above that is a list of any of your own saved reports.

When you go to Payee Summary currently, you see it with whatever settings you last used for that report. If you previously had it set to dates for last year, it will return to dates with last year. You can change the settings to produce a different report, but then you'd lose your previous settings. If you want to have two different versions of a Payee Summary -- say, one for last year and one for this year -- click Customize, and at the bottom of the Customize window, click "Save as custom report." You then name the report, and it is added to your custom reports in the upper portion of the reports menu. Now, return to the original Payee Summary report in the menu, and change your settings to whatever you want for your new report (such as different dates). You can either leave it if it's now set to what you want as your default Payee Summary report, or you can again save this as a custom report with these new settings.

To delete any of your custom reports, you must first select the report from the menu. Then the Delete Report option at the bottom of the Reports menu becomes available; select it and it will delete your custom report. (As noted above, you can't delete one of Quicken's base reports.)

As a side note, I should mention that the management of report naming and organization has been improved considerably in the current version of Quicken Mac, as has the quality and quantity of reports; reports is one of the key areas where Quicken Mac has improved a great deal since Quicken 2017.

jacobs

In Quicken Mac 2017, you cannot delete a base report, but you can save as many variations as you wish. Base reports are at the bottom of the Reports menu. Above the base reports is "New Report" for creating your own reports. And above that is a list of any of your own saved reports.

When you go to Payee Summary currently, you see it with whatever settings you last used for that report. If you previously had it set to dates for last year, it will return to dates with last year. You can change the settings to produce a different report, but then you'd lose your previous settings. If you want to have two different versions of a Payee Summary -- say, one for last year and one for this year -- click Customize, and at the bottom of the Customize window, click "Save as custom report." You then name the report, and it is added to your custom reports in the upper portion of the reports menu. Now, return to the original Payee Summary report in the menu, and change your settings to whatever you want for your new report (such as different dates). You can either leave it if it's now set to what you want as your default Payee Summary report, or you can again save this as a custom report with these new settings.

To delete any of your custom reports, you must first select the report from the menu. Then the Delete Report option at the bottom of the Reports menu becomes available; select it and it will delete your custom report. (As noted above, you can't delete one of Quicken's base reports.)

As a side note, I should mention that the management of report naming and organization has been improved considerably in the current version of Quicken Mac, as has the quality and quantity of reports; reports is one of the key areas where Quicken Mac has improved a great deal since Quicken 2017.