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Net Worth Quicken Mac 2017

Unknown Member
I am unable to print a single page Net Worth report from the accounts summary shown in the side bar in Quicken Mac 2017. This can be done in all Windows versions. Is there a way to customize a Net Worth report to show a single column of current values?

Comments

  • RickORickO SuperUser ✭✭✭✭✭
    edited January 2019
    Richard...

    Unfortunately, it's not very well done in QM2017. But here are three methods you can use depending on how good you want it to look and how much effort you want to spend:

    1. Screenshot: You can take a screenshot of the sidebar and print that. See How to take a screenshot on your Mac for instructions. But, this will print with the gray sidebar. And it only works well if your sidebar fits on screen without scrolling.

    2. Customize and Print:  Go to the Net Worth Over Time report (Reports menu) and click Customize (upper right). Select which accounts you want to include and set the Date to "This Month". This will give you a single-column report. Note that it will differ from the sidebar by a little if you have future-dated transactions and it's not the end of the month. You can print this report (menu File > Print). But... the formatting is pretty poor: it leaves a large blank area at the top where the graph should be.

    3. Export:  Unfortunately, the Net Worth Over Time report doesn't have a built-in export feature. But you can do it with a little effort. Starting with the customized report as above:

    a) Click just to the left of the word "Account" upper left.
    b) Shift-Click just to the right of the MonthYear at the bottom right. You will have selected the entire body of the report.
    c) Click Command-C (or menu Edit > Copy).
    d) Open an Excel or Numbers spreadsheet and paste. You will end up with one long column of first, account names, and then values.
    e) In Excel or Numbers, cut and paste the numbers from the first column into the second column lining up with the account names.
    f) Do any other formatting you desire and print.

    The export method will give you the best looking results. Doable if you don't have to do it too very often.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Unknown Member
    edited January 2018
    Thanks for your help. Can't use Screenshot because of the off screen accounts that won't be printed. I knew about your point 2 but didn't want the blank area at the top. Point 3 is time consuming for a report I do once a week. I also use QWin17 on Parallels and will continue to do so for any print out until they correct this problem. As an aside, I really like the way QMac17 shows brokerage account holdings vs. QMin17.
  • RickORickO SuperUser ✭✭✭✭✭
    edited January 2019

    Thanks for your help. Can't use Screenshot because of the off screen accounts that won't be printed. I knew about your point 2 but didn't want the blank area at the top. Point 3 is time consuming for a report I do once a week. I also use QWin17 on Parallels and will continue to do so for any print out until they correct this problem. As an aside, I really like the way QMac17 shows brokerage account holdings vs. QMin17.

    Well, like I said, it's not very good. I suppose for the screenshot method, you could collapse the Banking group and do one screenshot, then collapse the Investment group and do another. You end up with 2 files/pages, but maybe that's better then the other (poor) alternatives.

    In the mean time, here are two idea posts that you may want to VOTE for:

    https://getsatisfaction.com/quickencommunity/topics/enable-customizing-the-mac-net-worth-report-by-y...

    https://getsatisfaction.com/quickencommunity/topics/export-to-spreadsheet-or-csv-ascii-file

    The first comment on the first of these post contains a link to a bunch more report-related ideas that you might want to vote for.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Unknown Member
    edited January 2018

    Thanks for your help. Can't use Screenshot because of the off screen accounts that won't be printed. I knew about your point 2 but didn't want the blank area at the top. Point 3 is time consuming for a report I do once a week. I also use QWin17 on Parallels and will continue to do so for any print out until they correct this problem. As an aside, I really like the way QMac17 shows brokerage account holdings vs. QMin17.

    Why is it so hard for Quicken MAC to just create this SIMPLE report?   It was a standard, extremely useful report in original Quicken for Windows.   One should be able to obtain a simple 1-page Net Worth report for ANY SINGLE DAY in the year - not be limited to an "Over Time" report.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    A Net Worth report is basically also called a Balance Sheet. You can add your VOTE for the
    Balance Sheet (aka Net Worth aka Accounts Summary) type report.

    But since these are just a subset or an application of the Columnar Summary report organized with appropriate options, you may want to add your vote to Columnar Summary report (with selectable choices for rows and columns).

    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 by seeking to have the features you need or desire end up in the latest version.
     
    While you are at it, I highly recommend you to add your VOTES to related IDEAS found on the:
    Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

    For background, you may want to read this post too. BTW, the columnar-type summary report is the basis for MANY other reports, as described in detail in this post a little lower; only the selection and formatting criteria are different.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

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