Remove Splits Option in Transaction Reports to Get Easier Payee Tracking

moski Member ✭✭✭
edited March 22 in Reports (Mac)

I just submitted this to the Reporting section of the forum, and it was suggested I make this a product request. Here's that thread: 

Essentially, since I split so many transactions into both a category and an account, when I run a Transaction report to look at how much we've sent to a Payee, the line items always get split between the amount to the category and the amount to the account. I'd really like an option just to see the total amount *per transaction* that is sent to the Payee. Hopefully if you look at my other thread this will be more clear. Thanks!

8 votes

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  • RickO
    RickO SuperUser, Mac Beta Beta
    edited February 2021
    I see this being implemented as a simple toggle in the report customization. It would only be available for Transaction Reports, and only when the Row is set to Payee, Account or Time (other row organization don't make sense for this). 

    When turned on, this feature would replace each collection of split lines for a transaction with a single line showing the total amount for that transaction, the top-line memo, and all other columns (if selected) other than Category, Tags and Transfer. For those three columns, the report would show the word "Split", just like it does when viewing the register with all splits collapsed.

    I voted!
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    I agree, this would be extremely helpful at times to be able to seeing reports only transactions without their splits, just as we can do when viewing registers on-screen.

    And I agree with the post above from @RickO about how I envision the implementation. One small addition: this toggle setting to show/hide splits in a report should also apply when exporting, so that it would be possible to export transactions with their total amounts and without the split rows. 
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Yes, still another reason to hold on to QM2007. QM2007 has this fundamental option. Used a lot. Definitely please add.
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    user since '92, STILL using QM2007)
  • nafinahmot
    nafinahmot Member ✭✭
    edited March 21

    Dear Quicken friends,

    I have tried to export my register transactions to a CSV file but no matter which report format I select, the splits for the transaction always appear. In Quicken Windows I was able to build a report without splits, the report looked just like the checking account statement I receive monthly. I can't do it with Mac. Would it be possible to generate the Mac report with a selection to show or hide splits ?


    Tom Hanifan

    [Removed- Personal Information]

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @nafinahmot,

    Thank you for reaching out to the Community with your request.

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Jasmine
  • I would love to be able to toggle splits on or off in a report. Sometimes I don't want to see the individual split lines broken out, and I would prefer to see the report how it appears in the register with splits collapsed.