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Easy answer report Quicken /Mac

Shelly D

Hi using Quicken premier ver. 8.1.2. Based upon community comments for a work around to navigate to "EasyAnswer" report. No comments made in community were no help. Could someone describe how to configure report to emulate what the Windows report did. For me very important feature (especially around tax time).

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jacobs

@Shelly D Can you explain what you're talking about? I don't know what community comments you're referring to, and I couldn't see any previous posts by you about EasyAnswer reports. And you're asking for help to create a report like you had in Windows, but I have no idea what report that was. So please help us help you by explaning what you're trying to do. 😀

Shelly D

Thanks for the reply. I have switched from Quicken Windows to Quicken for Mac. In the Windows report options there is a report option named “Easy Answers” which had “how much did I pay to”-“how much did I spend on” etc. without needing to create separate transaction reports. For instance if I have a “Payee” in my register listed as “Tom’s Bakery” and categorized as “Groceries”, the Windows “Easy Answers” option would allow me to create a report like “How much did I pay to Tom’s Bakery” OR “How much did I spend on groceries”. I could pick a time period like “This Year, Last Year” etc. The report would list only those transactions based on the criteria which I selected. The report would list those transactions without any other data. I looked on the community and some posts referring to that “we are always improving” or a community post stating “create a transaction report with different variables or find the payee and right click and get a dropdown with options. There was other posts saying create a transaction report and change certain variables. None of these possible solutions work in the Mac version. Let’s say “How much did I pay to Tom’s Bakery” the report would list only the purchases made to Tom’s Bakery and a “total $ amount” of those transactions nothing more. There is no option like that in Mac version. Hope this clarifies your question and hoping there is a workaround or something that I’m missing.

Shelly D

Maybe this would help…..go to “communities” and type in “Easy Answers”, it may help in providing additional post by other members.

jacobs

@Shelly D said: In the Windows report options there is a report option named “Easy Answers” which had “how much did I pay to”-“how much did I spend on” etc. without needing to create separate transaction reports… There is no option like that in Mac version.

Quicken Mac actually does have "EasyAnswer" reports which sound like they are similar to Quicken Windows. Perhaps you just haven't discovered them? Click on the Reports tab at the top of the main screen, and look for EasyAnswer at the bottom of the report folders:

This opens the screen of EasyAnswer pre-built reports:

Does that address what you were looking for?

Shelly D

jacobs, again thanks for the reply. Unless you are using a different version the information supplied is not there. I have attached a screen shot of what my version shows. To be sure I have also attached info on Version, build etc. for your reference. Unless my tired old eyes are not seeing it.

Jon

@Shelly D The Easy Answers reports are not on the drop down menu, probably because of the interactive prompts you have to fill out to generate the report. You have to go to the Reports tab.

Shelly D

Finally….makes sense! The confusion one might run into is that typically the functions are accessed from the menu bar. In our case it needs to be in the "Transactions List">Reports>Easy Answer. Thanks a bunch for solving the confusion…..learn something new everyday. "It was a whole lot easier to get older, than to get wiser"….have a great day!