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Folders for My Reports (Q Mac)

Gaylen
Gaylen Member ✭✭
edited February 8 in Reports (Mac)
I would like to suggest that Reports be structured to allow reports to be placed in Folders such as Cruises, Taxes, Utilities, specific years. I have over 50 reports that I would like to be able to organize for easier storage and access.
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  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Are you talking about report templates, or the actual reports where a date range, etc has been selected.
    If the latter, why not just print them to PDF files, and use Windows folders?
    Also have you taken a look at REPORTS, EasyAnswers in Q?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • UKR
    UKR SuperUser ✭✭✭✭✭
    which flavor of Quicken do you use? Quicken for Windows or Mac?
    You posted this question to the "Community Improvement Suggestions" category, which is apparently not what you're after.
    Please let us know what it should be so that a moderator can recategorize your question and we can give you correct answers.
  • Gaylen
    Gaylen Member ✭✭
    My profile shows a Mac Subscription. I've looked everywhere for a place to make a suggestion for improving Quicken and this was the closest I could find. Any suggestions?
  • Gaylen
    Gaylen Member ✭✭
    > @NotACPA said:
    > Are you talking about report templates, or the actual reports where a date range, etc has been selected.If the latter, why not just print them to PDF files, and use Windows folders?Also have you taken a look at REPORTS, EasyAnswers in Q?

    I'm referring to saved reports maintained for records and backup. It wouldn't be very efficient to manually paste them in outside folders, if if they are moved, it would be impossible to verify, crosscheck, or change a transaction in the report or the original transaction.. Can't find any reference to EasyAnswers in Q.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Gaylen,

    Thank you for taking the time to visit the Community and post your Idea request.

    Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. This way other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).


    Please, be sure to add your own vote as well.

    -Quicken Anja
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    "I'm referring to saved reports maintained for records and backup. It wouldn't be very efficient to manually paste them in outside folders, "
    You don't need to manually paste them into outside folders ... just direct each report to the outside folder when producing it.
    ALSO, anything saved in Q, including transaction receipts that are attached to Q transactions, can ONLY be viewed when Q is open. There is no external viewer for these items.
    So, are you willing to open Q everytime that you want to see what you spent on groceries last month ... and a stored PDF can tell you all the same things.
    And, lastly, both stored attachments and stored reports cause incredible file bloat in Q ... and degrade the products performance.  Are you willing to put up with that?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Gaylen said:
    My profile shows a Mac Subscription. I've looked everywhere for a place to make a suggestion for improving Quicken and this was the closest I could find. Any suggestions?
    A moderator has moved your post to a Mac-specific category. In the future, if you click on Categories and view the list, look for:
        Quicken for Mac
         |—>  Product Ideas - Quicken for Mac
                  |—>  appropriate category for area of improvement, such as
                           Reports or Investments or Display/UI

    Gaylen said:
    I'm referring to saved reports maintained for records and backup. It wouldn't be very efficient to manually paste them in outside folders, if if they are moved, it would be impossible to verify, crosscheck, or change a transaction in the report or the original transaction.
    I'm still confused about what you are seeking. For records, you would want an unchanging, permanent version out a report you ran in Quicken, saved as a PDF file. This would be external to Quicken. But if you want to be able to change a transaction int he report, then you'd want to have saved report settings in Quicken, such that you could re-run the report on demand, and get an updated version if you've changed any of the underlying data. I'm guessing this is what you're seeking, right?

    The developers in the past year revamped the Reports are of Quicken Mac, so any saved reports you create will be in the My Reports area. And you are correct that there is no way to create any hierarchy, like folders, there -- so it's a reasonable request for a future feature. That said, I think with a bit of focus on how you name your custom reports you can do a lot of organization even in the single list view of My Reports.

    One way would be to start every report name with a year, if you want to save a report with a specific year's date range and other parameters. So "2020 Net Worth", "2019 Investment Income", "2017 Spending", etc. That would group all the reports for each year together, and if you ever want to delete ones that are old enough you no longer need them, they're all together to do so. Alternatively, you could group reports by subject, using a naming convention such as "Spending: Amex: 2020", "Income: Investments: Retirement accounts: 2019", "Spending: Utilities" -- or whatever makes sense to you. Basically, use whatever naming schedule you would use if you could create folders. Even if you have 50 reports, I think you'll find it easy to pick the one you want out of the list quite easily if you use a consistent naming scheme like one of these approaches.
    Quicken Mac Subscription • Quicken user since 1993
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