Can I add an additional text column to a cash flow report?

Pat Sills
Pat Sills Member ✭✭✭
in Reports (Windows)

I heavily depend on a summary report Cash Flow - Last 12 Months. The columns are Category/Amount/Percent. Is there a way to add an additional column to the right of Percent for my short text comments?

Ken

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 2

    Currently the only way to add a column to that report would be to export the report to Excel and add the comments there.

    If Quicken were to implement this, where would the comments come from? Would you type them in at the time you run the report, like explanations for why some Categories are higher or lower than usual, would they be fixed descriptions of the Categories, or something else?

    If they are one-time notes, you might be able to print the report to PDF and edit the PDF file.

    If they are fixed Category descriptions, those are already supported but currently the only way to print them is from the Category List. It might be a useful enhancement to have an option to include the descriptions when printing a report organized by Category.

    QWin Premier subscription
  • Pat Sills
    Pat Sills Member ✭✭✭

    Thx for suggestions. I would like to generate the report and view it as normal. The go into an edit mode and add my text notes to the added column, then save. I understand this isn't going to happen, but it would have been nice.

    Ken

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