Standardize inclusion of Memo/Notes column in reports (Q Mac)

jacobs

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.

jacobs

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".

graepers

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

"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

It is a 'no-brainer"!

Please do this…

KKGregory

Still hoping, almost two years later, to have a new Setting added where a user could check a box for "Include Memo/Notes column" in newly-generated reports or other analyses so the default shows the column without having to manually add this each time. Thank you for keeping this in the "active requests" list for updates.

jacobs

Yes, this drives me nuts at least once a week. It's a small thing to work around — but it would also be a small thing for the developers to address!

Unfortunately, not many people have voted for this idea, so it hasn't even been put before the developers. So if this annoys you, please go to the top of the page and add your vote in the yellow box.