Customised Reporting Capability

Question

I'm using Quicken for Mac Deluxe (Canada) and am looking to create my own Rental Yield Report.   Formula for report would be (for Net Rental Yield)..

(Period Income - Period Expenses) / property value ... as a percentage.

I know I could extract values from Quicken and use XLS, but would be good if I could generate a report within Quicken that maintains yields automatically for the period and timeframes I choose.

I understand that to do this for historical information, I would also need to maintain an historical record of property value ... is it possible to set property values at a regular period (example, annually) from which the report uses the appropriate value.

jacobs · Accepted Answer

There is no way to create custom math formulas in reports in Quicken. I think you will need to export data from Quicken and manipulate it in a spreadsheet in order to get the report you want.

Darran_AUS · Accepted Answer

Thanks @jacobs - I expected so, but thought I’d check.  Cheers.  :)