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In Quicken 2007, I can create custom reports with categories and classes (229 Legacy Votes)
I have used Quicken since 1988 and updated it regularly. I kept an old Mac just to keep using Quicken 2007. I will NEVER upgrade until the new Quicken lets me create custom reports with categories (rows) and classes (columns) & export it to excel for tax preparation.
I tried QuickBooks and do not like it. So don't suggest I switch to it.
Please bring back these important and necessary features that make Quicken so useful for a small business. I would pay hundreds of dollars for these features.
Attached is a screen shot of the Categories and Classes.
More accurately, QM2007 has the flexibility to choose what data are used for the rows and what data are used for the columns, as shown here:
Combined with the power to select what columns and subtotals appear, as follows:
This gives the power to generate all-kinds of summary reports, from single column to multiple columns reports. For an overview of all the types of possible reports, click the following link to take you to a detailed review below.
One of the key attactive features of such a report design is that it would allow easily switching between the different reports without having to recreate the section criteria, either before OR after generating a report (as I already pointed out over two months earlier in this post above). Right now, you have to re-create the criteria if you decide to use a different report.
This is extremely valuable when performing data analysis or trying to figure out which report view would best serve a need.
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