Standardize inclusion of Memo/Notes column in reports

jacobs
jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

For those of us who use Memo/Notes extensively, it's an annoyance to have to add the Memo/Notes column to every report we create. On saved reports, the column can be added once and then it's permanent, but for ad hoc reports — particularly drill-down reports from Dashboard cards — it has to be added each time. This is a request to make Memo/Notes standard on all reports, or to create a preference Setting for users to select whether or not to include Memo/Notes.

Quicken Mac Subscription • Quicken user since 1993
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8 votes

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Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Quicken Mac is currently very inconsistent in this behavior, because it does include the Memo/Notes column in some drill-down reports, but not in others:

    • When you create a Summary or Comparison report and click on an amount, the drill-down report does include the Memo/Notes column.
    • When you click on an Amount in a Budget, the drill-down report does include the Memo/Notes field. 
    • When you select transactions in a register and do File > Print, the report does include the Memo/Notes field.
    • When you click on a category or amount in a Dashboard card, the drill-down report does not include the Memo/Notes field.
    • When you right-click on a transaction and select Report on [Payee] or Report on [Category], the report does not include the Memo/Notes field.
    • When you create any new type of Transaction report (including EasyAnswer reports which list transactions), it does not include the Memo/Notes field.

    So this request is to make Quicken Mac either (a) be consistent by including the Memo/Notes column on all reports, or (b) to have a new Setting added where a user could check a box for "Include Memo/Notes column in newly-generated reports".

    Quicken Mac Subscription • Quicken user since 1993
  • graepers
    graepers Quicken Mac Subscription Mac Beta Beta

    I am in full support of adding Memo/Notes to all reports. Whether it is a preference selection or a default inclusion we need to stop wasting time when producing reports by having to go back and select the Memo/Notes column for inclusion in a report

  • Shelster
    Shelster Quicken Mac Subscription Member ✭✭
    edited April 28

    "Include Memo/Notes column in newly-generated reports" makes GREAT sense to me! Obviously, this doesn't apply to many top-level category summary reports.

    Note that "Tags" might fall into a similar category of requests.

  • wiedemag
    wiedemag Mac Beta Beta

    It is a 'no-brainer"!

    Please do this…