Customised Reporting Capability

Darran_AUS
Darran_AUS Quicken Canada Subscription Member ✭✭
edited April 2022 in Reports (Mac)
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.

Best Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    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.
    Quicken Mac Subscription • Quicken user since 1993
  • Darran_AUS
    Darran_AUS Quicken Canada Subscription Member ✭✭
    Answer ✓
    Thanks @jacobs - I expected so, but thought I’d check. Cheers. :)

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    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.
    Quicken Mac Subscription • Quicken user since 1993
  • Darran_AUS
    Darran_AUS Quicken Canada Subscription Member ✭✭
    Answer ✓
    Thanks @jacobs - I expected so, but thought I’d check. Cheers. :)
This discussion has been closed.