How do I get rid of the graph on the Net Worth Report?

ellyenne

The graph just takes up room, and is useless as it only shows net worth, and not what goes into it. Q2007 report showed investments, liabilities and assets and the total. This single line is pointless.

jacobs

The Net Worth report does not have a graph. Only a few old reports -- like the Net Worth Over Time report you're probably using -- which are carry overs from the 2010-era Quciken Essentials, have graphs. These six old reports, (under Reports > Quicken Reports > Other Reports) have sold graph icons and are being phased out.

Click on Reports. Under Quicken Reports, click on Net Worth. There, any of the first four repoprts -- including the simple "Net Worth" -- use the "new" reports engine and interface, and do not have graphs. 

ellyenne

I can give it start and end dates, but I can't change it from month to quarter to year. I could do this in Q2007.

ellyenne

So, I can do a report and limit the accounts. But, I can't do a report that limits the Accounts, and the Categories. or Payees. I can do this on a transaction report but not a Net Worth report. THIS IS IMPORTANT. I could do this in Q2007, but not in the "modern" version.

jacobs

The Net Worth report does not have a graph. Only a few old reports -- like the Net Worth Over Time report you're probably using -- which are carry overs from the 2010-era Quciken Essentials, have graphs. These six old reports, (under Reports > Quicken Reports > Other Reports) have sold graph icons and are being phased out.

Click on Reports. Under Quicken Reports, click on Net Worth. There, any of the first four repoprts -- including the simple "Net Worth" -- use the "new" reports engine and interface, and do not have graphs. 

jacobs

Click on Reports. Under Quicken Reports, click on Net Worth. There you're see Net Worth (as of one date), and Net Worth by Month, Net Worth by Quarter and Net Worth by Year. 

ellyenne

That's better, but I still can't select both accounts and categories for customization.
And, I can't go back and forth. I have to start a new report to change from month to year.
Also, is there a way to get just the graph and not the report? Again, trying to match Q2007.

ellyenne

Thanks. Better. Not fixed. See other comment.

jacobs

I don't know that you can… and I don't think I understand the concept of what you're trying to achieve. Net Worth is a balance sheet-type report which shows the value of accounts as of one or more dates. I don't understand limiting Categories or Payees to figure net worth. How could you have a report shows the value of your checking account as of September 30… while removing some Categories or Payees? Perhaps you could explain what it is you're trying to accomplish un a report.

jacobs

This is not Quicken 2007. There are hundreds of differences. Some are better. Some are worse. Some are neither better nor worse, just different. 

No, you can't get graphs at all in Quicken Mac reports (except the old ones which can't be customized much and whcih are being phased out of the program).

You can export reports to .csv files and open them in Excel or Numbers for graphing.

You can visit this Idea thread to cast your vote for graph options with reports. (To vote for ideas in this forum, locate the large blue box under the first post in an Idea thread and click on the little gray arrow under the vote count to increment the counter by one.) You can see that this topic doesn't have a large number of votes at this time. That doesn't mean it isn't on the developers' list of things to work on; idea votes sometimes impact how the prioritize things amoung the hundreds of user requests for features. 

See my reply to your other post about Catrgorie sand Payees in Net Worth reports.

ellyenne

It's complicated. I was using it to create a net worth report for an estate. Not all the accounts are mine - some are jointly owned trusts, some are personal, some are estate property. Thus I need to exclude some of them. Once I do that, I can't exclude anything else, such as certain categories (medical). it's something I needed for the taxes on my Mother's estate and it worked brilliantly. Hopefully I won't need to do it now.
If I could post pictures, I could post the screen shot of the Q2007 Report Customization menu. It allows this. It's this loss of flexibility that is so crushing with this transfer. Not to mention the 100's of hours I spent last month re-reconciling the whole mess. I did transfer over 10,000 transactions. BUT, it only kept a fraction of the reconciled items, and they it change the number and purchase price of some of my stocks and bonds. But not completely. So it showed me buying 60 shares of Apple and selling 200 shares of Apple. Really a nightmare. Don't get me started on what it did to the Bonds.

jacobs

You asked how to get Net Worth by month, quarter or year. Those reports do all exist, so I'm not sure what's "not fixed"?

jacobs

First, in the case of administering an estate, you probably don't want to co-mingle funds. So there are two ways Quicken users deal with that. One is to mark the estate accounts as "separate". Probably a better way is to have your estate accounts in a separate Qucken file.

In any case, I still don't understand the concept of a Net Worth report with selected cateogories and Payees. Net Worth is a snapshot in time of the value of an account. I unerstand that you might need to see income or expenses for tax purposes, but those are income statement-type reports that Quicken provides with transaction reports, where you can be as specific as you need with selecting Accounts, Categories and Payees. Net Worth (or balance sheet) in Quicken is the amount of money in a real-world account -- a checking account, credit card account, brokerage account, loan account, etc. -- as of a certain date. It just doesn't make sense to select certain Categories or PAyees and refer to Net Worth. I think there are likely other reports to get what you need; could you give an example of something you're trying to track and get out in such a report?