Customised Reporting Capability

Darran_AUS
Darran_AUS Member ✭✭
edited April 1 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 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 Member ✭✭
    Answer ✓
    Thanks @jacobs - I expected so, but thought I’d check. Cheers. :)

Answers

  • jacobs
    jacobs 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 Member ✭✭
    Answer ✓
    Thanks @jacobs - I expected so, but thought I’d check. Cheers. :)
This discussion has been closed.