[Moderator Note: Do not close thread]
R38.25 update introduces 3 new report windows/portlets/panes.
Just some feedback on INCOME AND EXPENSE REPORT window.
Let Quicken know if you are finding similar issues.
In the modern dashboard, Income and Expense window, when clicking on either expense or income bar, Quicken opens a standard report to show a standard category detail report, followed by the ability to further drill into the transaction level report.
Excellent!1. When drilling down into the Income and Expense standard report, IMO, it must be internally consistent with the modern dashboard window. Image 1. In my case, the standard report includes
business accounts whereas the modern dashboard does not. I get that most users may not have business accounts and yes I understand that my business flows to personal. Removing the business categories in the standard report makes this view consistent.
Image 2. However, IMO, drill-down figures/summaries between the modern dashboard view and lower level detail reports should be
consistent. They are both "standard" reports and I would expect consistency.
Quicken has many of these inconsistencies that serve to confuse/frustrate users. Please don't create new functionality that continues this behavior.
Image 1
Image 2
2. When drilling further down from the standard category report to the transaction level standard report, I get an oddly formatted report. Image 3. The horizonal scroll bar positions itself to the right of the report. Not all transaction level reports behave this way, although most all do. Why not show the entire transaction report? That is, also include category and payees?
Image 3
3. Bar colors inconsistent between modern report window and standard category report. Image 3.
The modern report window expense bar shares the same or very similar color as the income bar in the drill down, category report! I would expect consistency here and certainly would not expect income and expenses to share the same color.
4. Appears that the "update now" date and time stamp is not working. Image 4. I did an OSU earlier and then directly updated by clicking on "update now". I found no change in date and time stamp.
Image 4
