QMac: comparison reports needed (41 Legacy Votes)
BrianNelson
Member
I have been using Quicken for Mac since 1990. I was very disappointed when I started using Quicken for Mac 2016 and found that there was no comparison report! So I am back using Quicken for Mac 2007. Will comparison reports return in 2017? I would love to upgrade if so. Thanks.
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Click the link above to go take a look at the list and vote for the ones you want to see implemented in Quicken for Mac.
Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately. Then you click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT feature!
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To make sure your vote from here gets counted in, you can add your VOTE for the Columnar report.
You also want to add your vote to each of the components that make up the essential related report features described here.
First, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.
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For example, the Category Comparison report will report as Income the IRA distributions that I took in 2015 and 2016. When I click on the amount in either year, the pop-up Category Summary report displays no transactions and reports $0.00 in the Money In and Money Out sections.
The Category Comparison report excludes all retirement accounts when selecting the transactions to display. To "drill down" it passes the Category Summary report the accounts and category to use in generating the report. If the Transfer field contains an account that is not included in the list of accounts to examine, the transaction is not included in the Category Summary report that is displayed.
The transaction selection logic used in the Category Comparison report needs to replace the current transaction selection logic in the Category Summary report. In addition, this transaction selection logic should replace the existing transaction selection logic in the Budget tool.
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But they're just a little hard to find if you don't know where to look. Go to Reports > New Report (in the menu, or on the main blue navigation bar). You'll see that you now have a choice of creating a Comparison, Summary or Transaction report. Select Comparison. Give your report a name. Then select whether you want the report by Category, by Payee or by Tag, and click Create Report. If you select Category, for example, it will default to a comparison of your income and expenses for the current year-to-date compared to the same time period last year. For a different date range,click the Customize icon in the gray tool bar at the top of the report, and tweak the settings; in addition to setting the date ranges, you can choose selected accounts, categories, tags or payees.
Hopefully they will unify the user interface, replacing all the "old" reports, and continue to add more user controls (the ability to show/hide columns, put subtotals on the bottom) and many more user-requested enhancements to make Quicken for Mac at least comparable to the legacy Quicken 2007 for Mac and Quicken for Windows. Progress is being made, but it's pretty slow.
I see they have zero balances but I want a list of just the the charitable payees - can I do that with Q17? thanks
First, the comparison report. As you've seen, it is set up to compare two date ranges. There is no way to add a third or fourth date range to the comparison. So you'd seem to be out of luck -- except a different report does nearly the same thing, and includes every year of history in your data file (or whatever years you subsequently tell it to.) To do this, select Reports > New Report again, but this time, select Summary instead of Comparison. Select Category as the type, and select Year for the Interval. Voila! You get a comparison report for all the years of data you have. (Stupidly, it doesn't ask for the date range you want first; it just does everything -- which takes awhile if you have a lot of data -- and then you can click Customize to specify a narrower date range (such as 1/1/15-12/31/17). Note that this is fine if you're comparing whole years, but there is no way to compare, say, year-to-date through July 5 across multiple years with this report.
Second, as you've seen, there is no option to suppress the difference and percent difference columns on the Comparison report. If that's really a problem for you, you could export the report and open it in Excel or Numbers, delete those columns, and clean up the formatting to your desire. Or, if you're looking for whole year comparisons, you could use the Summary report I mentioned above, with a two year date range, and you'll get a two-column report without difference/percent difference columns. (But you can't do year-to-date reports, because you can only specify a beginning and ending date.)
As for your last question, I'm not aware of a way to do the type of comparison report you're looking for. You could to a Transaction report, for one date range, selecting only your charitable contribution category, and then do a separate report for a second date range; you'd export these both and then have to do some work in Excel/Numbers to merge the data together to get the report you're looking for. Or, probably easier, would be to do a Comparison report for payees, selecting only the charitable category as you did. Then export, open in a spreadsheet, create a column which adds the two different year, sort by the total, and then delete all the rows with a zero total amount, leaving only your charitable contributions to payees in the past two years. Yes, it would be nice to be able to do this in Quicken, but in this case, it would take only a minute to get the report you want in a spreadsheet. Of course, you need to repeat the work each time you want an update report, which is why it would be better if you could do it in Quicken, if they added a checkbox to include only Payees with non-zero dollar amounts.
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2017 Release Notes, though there were still some bugs.
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