Do I need to upgrade my subscription to customize my reports? (Q Mac)

QDH

My Version of Quicken is Classic Deluxe for MAC Laptop Version 8.0.1 MacOS 15.3.1. I inherited this software and thought it might be personal not business. Not sure how I can tell.

Small company with rental properties and investments. The report customization in my current version is not working for what I need. Not sure if I need to revamp my categories or change my subscription.

Quicken Jasmine

Hello @QDH,

Thanks for reaching out!

Based on your version (Quicken Classic Deluxe for Mac 8.0.1), you should have some customization options for reports, but they may be limited compared to higher-tier versions like Quicken Classic Premier or Quicken Classic Business & Personal.

To clarify, are you primarily trying to track rental properties and investments for a small business? If so, Quicken’s Business & Personal version offers more advanced reporting tools for rental income, property expenses, and investment performance. Could you share what specific customizations you need that aren’t working? It might be possible to adjust your categories or use tags to refine your reports without upgrading. Also, have you checked whether your current version has all the latest updates installed?

Let us know more details, and we’ll be happy to guide you!