Please: no report should default to "All Dates" - Default to "This Year" or "YTD"

MontanaKarl

In Quicken Mac Classic, you can right-click on a register line and generate a quick report on the Payee or the Category. Handy! Less handy is that the generated report defaults to "All Dates"…

For those of us with years of data… this results in a spinning beachball while decades of transactions are retrieved and formatted for a report that probably nobody is interested in. This wish is for the default date to be - ideally in Quicken > Preferences - "This Year" or "Year to Date" which is probably what most people want and which would generate quickly. If that is the wrong date, the report can be quickly changed to the desired date range.

Example: I right clicked on a gas charge and chose a report for category "Auto:Gas". Now, while it is shocking to see that I've spent $58,000 on gas in the last 30 years… it isn't what I was after 🙄

Similarly, from the credit card register, if I request a report for "Amazon" as a payee… do I really want to know how much I've ever spent at Amazon? Probably not.

A similar issue exists with the various Summary reports. The Category or Payee Summary by Year reports also list All Dates (starting in 1961… so there are dozens of empty/zero columns - which is just nonsense). Talk about a beachball waiting for the report to generate! How about the last 5 years as a default?

jacobs

I agree; I've cursed a number of times while waiting for Quicken Mac to generate a huge report I never wanted or intended.

Chris_QPW

I voted for this even though I'm not a Quicken Mac user. It is a terrible choice to select all the data as the default!

NotACPA

Looking at several "menu originated" (i.e., not Saved) reports in QWin, the default seems to be "Custom Dates" which is interpreted as YTD.

I'd think that QMac should do the same. I'll vote for this idea.

MontanaKarl

Thanks guys. For the non-Mac users… a spinning colored 'beachball' is what Mac users see when a process is taking a long time (and possibly even wedged indefinitely) where Windows users (used to) see an hourglass. (Don't know if Windows still does the black hourglass thing or has something else now?)

Chris_QPW

 (Don't know if Windows still does the black hourglass thing or has something else now?)

We get what might be called an arrow wrapped around a circle. 😀

Jim_Harman

In QWin the default date range for most reports is set at Edit > Preferences > Reports and Graphs.

Unfortunately the "Register report" accessed from a Banking register's gear menu defaults to Include all dates. With almost 10.000 transactions in my main checking account, the report takes about 60 seconds to open. It opens much faster on an account with fewer transactions.

I voted for this and I wish Quicken would do the same for QWin.