Report titles

Art Kelly

I use Quicken for Mac. I have two questions.
#1. Is there a way to change the names of the accounts appearing in the left column of the Quicken accounts page? At present what is presented is “Checking” and “Checking 2” which is not sufficient.
#2. Is there a way to add the organization’s name to the various reports pages? At present I just get an accounting by category but there is no identification of the organization.

jacobs

#1: Control-clcik on the amount in the left sidebar. A small menu will pop up. Select Rename and name the account whatever is meaningful to you. (I wish Quicken asked users to name their accounts when they created them, to avoid just such an issue.)

#2: I'm not sure what you mean by "the organization's name". Are you keeping books for an organization, and want that name on every report? Or are you talking about a report for a specific financial institution and want that name on the heading of the report?

In general, the only thing you have control over is the name of your reports. If this Quicken file is the bookkeeping for XYZ Homeowners Association, you could name every report with the group name first, e.g. "XYZ Homeowners Association Income & Expenses". It's a little unwieldy, but it will get the name of the organization into the report headings.


If that's not what you were looking for, please post back and clarify.