Quicken Mac and its total lack of chart creation

hbwilliams22

I came to Quicken to post about the lack of charts but found the below entry. I'm a Quicken Deluxe member. Shockingly, there is no ability to create simple charts in the tool. I don't even think there is a way to format and export a report to PDF in an easy way. While I know it's a popular feature request, it's surprising it wasn't offered years (decades?) ago.

https://community.quicken.com/discussion/7944245/are-there-seriously-no-graphs-or-charts-for-quicken-classic-on-mac

https://community.quicken.com/discussion/7919422/more-graphs-and-graph-types-for-q-mac

jacobs

@hbwilliams22 If you clicked in the links in the first thread you linked, you would see that the developers have now marked graph creation as a "Planned" feature. That means they agree, they have estimated the work involved and have assigned it a slot on their development schedule, but we don't know when it is actually scheduled to arrive.

I don't even think there is a way to format and export a report to PDF in an easy way.

Sure there is. It's not so much a Quicken feature as a basic macOS feature. Create a report, select Print, and in th bottom left, pull down the PDF menu to select to Save as PDF.

Another option depending on the report is to export it to a CSV, open it in any spreadsheet program, and clean it up to be formatted the way you'd like. This can be useful if you want to eliminate columns, shrink column width, change margins, change fonts, or otherwise tweak it in ways beyond what you can do printing a Quicken report.