Customised Reporting Capability

Darran_AUS

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

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

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

jacobs

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

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