Report Frustrations (Q Mac)

R Strax
R Strax Member ✭✭✭✭
edited December 2023 in Reports (Mac)

I am using MacOS Sonoma 14.1.1, Quicken Version 7.3.2 (Build 703.50456.100).

I tried to run a report of expenses for the past year. First, there is no such report template that I could find. I did find a report called "where did I spend my money". That runs down a list of expenses (with some income items thrown in) by payee, not by expense category.

The other frustration I have is that, as with all reports in Quicken, there is no back arrow, "done" tab, or "X" icon to close the report and go back to Quicken. It took a while before I figured out that I could use the Mac close button, which is hidden at the top of my full screen view.

Have I missed an easier way to close a report? And have I missed an expenses report template? Recently, Quicken has been so on top of their game that I'm surprised these features are missing, and I'm thinking I just didn't see them.

Thanks!

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Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited November 2023

    If you're not running full screen, reports open in their own window so it's pretty easy to close them.

    I use Category Summary reports to total up expenses.

  • R Strax
    R Strax Member ✭✭✭✭

    Thank you for both tips. Makes it so easy! I appreciate your advice.

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