How to customize Mac reports for additional columns

Question

I am a Quicken Windows user helping someone who is using Quicken Mac and is very new to it. My question is about Quicken Mac Reports. I've copied a TRansaction report but do not see a way of modifying the columns displayed in that report to include things like Check Number, Tag, etc.  Is it possible to do in Quicken Mac and how would I do it?

TIA!

jacobs · Answer

Make sure you are NOT trying to use the "Category Summary" report in the "Other Reports" group. These "Other Reports" are old carryover reports from the early days of the new Quicken Mac, and the developers have been slowly eliminating them from the program because the new reports engine which was built about 5-6 years ago has superseded these reports.

If your report has a gray icon rather than a colored one, you're using one of these old reports. And as you can see in the screen shot below, the View menu doesn't exist in the old Category Summary report:

Aside from aesthetics, the old Category Summary report is known to have bugs causing it to omit data at time, which is why anyone should avoid using this report. (I suspect the developers haven't removed it yet because they haven't yet engineered how to transition users' saved old report to the new reports engine without causing any disruption for users.)

I'd also note that not all reports have the Columns sub-menu on the View menu, because it's simply not applicable. For instance, a Summary report, Comparison report, or Net Worth report doesn't have a Columns option, because adding transaction-specific fields like check number or tag doesn't apply to a report where the columns are defined by the type of report.

Lisa999 · Answer

awesome. Thank you. I was not seeing these as choices so I’ll look again

jacobs · Answer

Open the report:

Click View:

Click Columns: