Quickreport function

Jfbohn1

Is the Quickreport function that is part of Quicken 2007 available in any later versions of Quicken?

jacobs

QuickReport as we knew it in Quicken 2007 doesn't exist in the modern Quicken Mac. But there are a number of ways to do the equivalent.

Modern Quicken Mac was built on a principle that many people used QuickReports to search for something, not because they needed a printed report -- so Search is much more useful than Quicken 2007's limited Find. Search -- the box in the upper right of every transaction window -- can find any text you want, whether it's a Payee, an amount, or text in a memo field. Here's the key to using Search effectively:

1. Select the account or group of accounts you want in the left sidebar. If you just want to search in your primary checking account, select that. If you want to search in all your bank and credit card accounts, click on Banking or All Transactions.
2. Make sure the field(s) you want to search in are visible in this transaction register. By default, Memo/Notes is not a visible column, so if you want to search that field, click on Columns in the bottom toolbar to make it visible.
3. You can narrow your Search using any of the filters in the register, such as setting a date range to last year or any specific time period.
   
4. Now click in the Search box and enter what you want to search for. As the gray test in the box shows, it will normally search all visible columns in your register. If you need to restrict the search to a specific column, click the little arrow next to the magnifying glass icon in the Search box, and you can limit your search to just that field.

After Quicken finds your search results, it summarizes the number of matching transactions, and their dollar total, under the Search box. If you want, you can print the Search results in the register, or export them to a spreadsheet if you need to further massage the data.

While Search is the primary replacement for QuickReport, there are some others. If you're looking at a particular Payee in your register and want to see a report of all transactions for that Payee, you can Control-click on it and select Report on (payee name) from the pop-up menu. So if you're looking at a transaction for Home Depot and realize you need to look through my other Home Depot transactions, Control-click on the transaction and select Report on Home Depot to get a "quick report" of all your Home Depot transactions. You can do the same "quick report" for a Category. So if you're looking at a transaction that has Insurance:Home as the category, and you want to see all your past home insurance transactions, Control-click on the transaction and select Report on Insurance:Home to quickly generate such a report. 

These approaches aren't always as versatile as Quicken 2007's QuickReport, but in many cases, they get the same job done. (And in some cases, do it better or faster.)

jacobs

QuickReport as we knew it in Quicken 2007 doesn't exist in the modern Quicken Mac. But there are a number of ways to do the equivalent.

Modern Quicken Mac was built on a principle that many people used QuickReports to search for something, not because they needed a printed report -- so Search is much more useful than Quicken 2007's limited Find. Search -- the box in the upper right of every transaction window -- can find any text you want, whether it's a Payee, an amount, or text in a memo field. Here's the key to using Search effectively:

1. Select the account or group of accounts you want in the left sidebar. If you just want to search in your primary checking account, select that. If you want to search in all your bank and credit card accounts, click on Banking or All Transactions.
2. Make sure the field(s) you want to search in are visible in this transaction register. By default, Memo/Notes is not a visible column, so if you want to search that field, click on Columns in the bottom toolbar to make it visible.
3. You can narrow your Search using any of the filters in the register, such as setting a date range to last year or any specific time period.
   
4. Now click in the Search box and enter what you want to search for. As the gray test in the box shows, it will normally search all visible columns in your register. If you need to restrict the search to a specific column, click the little arrow next to the magnifying glass icon in the Search box, and you can limit your search to just that field.

After Quicken finds your search results, it summarizes the number of matching transactions, and their dollar total, under the Search box. If you want, you can print the Search results in the register, or export them to a spreadsheet if you need to further massage the data.

While Search is the primary replacement for QuickReport, there are some others. If you're looking at a particular Payee in your register and want to see a report of all transactions for that Payee, you can Control-click on it and select Report on (payee name) from the pop-up menu. So if you're looking at a transaction for Home Depot and realize you need to look through my other Home Depot transactions, Control-click on the transaction and select Report on Home Depot to get a "quick report" of all your Home Depot transactions. You can do the same "quick report" for a Category. So if you're looking at a transaction that has Insurance:Home as the category, and you want to see all your past home insurance transactions, Control-click on the transaction and select Report on Insurance:Home to quickly generate such a report. 

These approaches aren't always as versatile as Quicken 2007's QuickReport, but in many cases, they get the same job done. (And in some cases, do it better or faster.)