Quick Reports

In Quicken 2007 (which I still pine for) there was a facility 'Quick Reports'. One typed in the Category name and set a date range. The report of the all transactions for the period under consideration then appeared, neatly and useful arranged. I have not found a way to do this in the present version of Quicken.

In connection with this, Quicken 2007 allowed one to save and name a custom date range. I seem not to be able to do this now.

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited April 24 Answer ✓
    If you right click on a transaction in a register, you will see an option "Report on (category)". Selecting that will pop open transaction report for that category for all dates. You can easily change the date range by clicking the Edit button at the top of the report. A similar option is available for the payee. You can also do a quick search in the register for the category or payee by selecting "Find (category/payee)".  

    I realize it's not the same as Quick Report in Q2007, but perhaps that helps? There is an Idea post in the Product Suggestions that's listed as "under consideration". You may want to hop over there and vote for it: https://community.quicken.com/discussion/7342201/bring-back-quick-report-for-mac-77-legacy-votes

    Regarding custom date range: Any report can be saved as a custom report and the date range for that report will be remembered. Again, that's not the same as a named custom date range that can be used when creating a new report. Here's the idea thread for that: https://community.quicken.com/discussion/7841272/add-ability-to-save-and-re-use-customized-date-ranges-6-legacy-votes-14-merged-votes



    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited April 24 Answer ✓
    If you right click on a transaction in a register, you will see an option "Report on (category)". Selecting that will pop open transaction report for that category for all dates. You can easily change the date range by clicking the Edit button at the top of the report. A similar option is available for the payee. You can also do a quick search in the register for the category or payee by selecting "Find (category/payee)".  

    I realize it's not the same as Quick Report in Q2007, but perhaps that helps? There is an Idea post in the Product Suggestions that's listed as "under consideration". You may want to hop over there and vote for it: https://community.quicken.com/discussion/7342201/bring-back-quick-report-for-mac-77-legacy-votes

    Regarding custom date range: Any report can be saved as a custom report and the date range for that report will be remembered. Again, that's not the same as a named custom date range that can be used when creating a new report. Here's the idea thread for that: https://community.quicken.com/discussion/7841272/add-ability-to-save-and-re-use-customized-date-ranges-6-legacy-votes-14-merged-votes



    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Bruce59
    Bruce59 Member
    Thank you