Add Ability To Choose to Show/Hide Columns in Reports in Quicken for Mac (138 Legacy Votes)
smayer97
SuperUser ✭✭✭✭✭
Provide option to choose which columns generated by a report format show in a report generated in Quicken, like QM2007, as appropriate to the report, as follows:
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(Canadian
user since '92, STILL using QM2007)Have Questions? Check out these FAQs:
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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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(Canadian
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To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- Restore Transactions Downloading Acceptance and Matching workflow
- List of Requests for Reconciliation Process
- List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
- Add QuickMath functionality
- Loan Amortization
- List of Requests Related to Investments
- True multi-currency conversion support
- List of Requests Related to Budgets
- List of Requests for Data Entry and Usability Options and Features
- List of Requests for User Interface Options and Features
and many others.Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
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If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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Please reference the new conversation here: Being merged
And specifically for the column width in the comment section 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 THIS feature and increase its visibility to the developers.
While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Report Related Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas.
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(Canadian
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You may add your VOTE to Export to spreadsheet or CSV ASCII file.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.
While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Report Related Features Click on the underlined link, then follow the instructions to add your vote to more related ideas.
Also, please also try to contain your replies to the topic at hand.
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If you find this reply helpful, please be sure to click "Like", so others will know, thanks.
(Canadian
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As for the bigger issue of the quality of the reports, it's by far my Number One complaint about the current state of Quicken Mac (and the largest reason I'm still using Quicken 2007). And I agree with @Snoopy FC that I would feel more positive about this if the product manager had given any indication over the past several years that they plan to revamp the reports at some point; we're left to wonder whether they're going to keep adding to reports in a hodgepodge manner, as they did wit the additional reports in Quicken 2017, or whether at some point a long-term development project will result in reports with a better user interface, more configurability, and better-ooking output.
As for future development of reports, I can say that I have been in communication behind the scenes and I can say that Quicken is working on design changes BUT it is still unclear as to whether they truly get what is being asked. Jury is still out on that one.
Meanwhile, let's still try to keep discussions on these VOTING threads on topic.
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(Canadian
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Checks numbers should be able to be included in category reports and in all reports
Note: This conversation was created from a reply on: List of Requests for Report Types in Quicken for Mac.
For Quicken for the Mac, I do not understand why Quicken Developers cannot add the Check Numbers to all reports, or at least give users the option to display and print check numbers with any report.
a. I print a complete Transaction Detail to review that everything has the correct category. Entries are groups by account, which is helpful. But when I have a question, I cannot see the Note/Memo field, which would help me resolve any issues.
b. I then realized that the "category summary" report is more like a "category detail" report; that helps, but all the transactions in a category are in chronological order, and not grouped by account.
As far as I can tell, this is all a step BACKWARD from prior versions of Quicken for the Mac.
Sigh.
Quicken, you guys can do better.
There are two types of reports in Quicken 2018, and the program makes this confusing and non-intuitive for users. The "original" or "old" reports are descended from the old Quicken Essentials product which was the code base the modern Quicken Mac was built on. There have been some enhancements to these reports, but it was too limited for all the reports features users were asking for, so the developers last year started work on a complete re-write of reports in Quicken 2017 (and now 2018). At the current time, there is a hybrid of "old reports" and "new reports". At some unknown point in the future, the old reports will be phased out, but for now, it's very confusing for users to figure out.
Any new functionality being added to reports will only appear in the new reports, not the old ones. I suspect you are using one of the old reports, like Category Summary? In that report, the Columns tab is visible but grayed out.
I suggest you try creating the same report using New Reports (from the Reports menu or the little arrow next to Reports in the blue navigation bar). Select New Report > Transaction Report > Subtotal by Category, for instance, and you will see when you go to Customize that the Columns tab is not grayed out and is functional.