Trying to print simple report in QMac 2020
debax
Member ✭✭
In my old Q2007 I used to be able to print my checking account register for a specific date range. I could also specify which columns to include. Is there an easy way to do that with Q2020?
BTW, as a new user to Q2020, I've been asking questions to the Q community and have received really good answers. What's the proper etiquette for acknowledging those who have responded?
BTW, as a new user to Q2020, I've been asking questions to the Q community and have received really good answers. What's the proper etiquette for acknowledging those who have responded?
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Best Answers
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If the post is a question, you should click the Yes button on Did This Answer Your Question. You can also click the Like button on the reply. It doesn't hurt to post a reply that acknowledges that the comment was helpful.
There are a couple of ways to print the check register in QMac:
1) In the register, first use the All Dates filter at the top to set the date range of interest. Then click menu File > Print. Check or uncheck the box to include Schedule Transaction, then click OK. This will generate a quick printout of the register using whatever column setup you have for the register.
2) To make a more customize report that you can save as a template, click the Reports tab, then +Create New Report. Click Transaction, then Row:Time and Time Interval:None. Next, click Continue to Customize.
In the customization window, set the time interval of interest. In the Accounts tab, click Selected Accounts, then Clear All and checkmark only your checking account. Click OK.
When the report comes up, click the Columns button and choose which columns to include. Click on a column header to sort by that column. Adjust the column order by dragging column headers and adjust column width by dragging the dividers between column headers.
Rename the report by clicking the default name at the top. When you have it set up as desired, click Save. You will then be able to retrieve the customized report from the My Reports section of Reports.Quicken Mac Subscription; Quicken Mac user since the early 90s5 -
@debax Adjusting the column widths on-screen does impact the column widths on the printed report. It doesn't exactly match what you set on-screen, though -- it's some sort of algorithm for proportionality. You can see this if you experiment with changing the width of a column like Payee or Memo/Notes by a significant amount. (You can print to PDF and Open in Preview to try a report with different column widths to see the changes.) Experimenting with the columns widths, combined with the important "Scale to fit [X] pages wide" in the print dialog box makes it possible to get close to a report you want. (I agree that the first column in many reports is a waste of space.)Quicken Mac Subscription • Quicken user since 19935
Answers
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If the post is a question, you should click the Yes button on Did This Answer Your Question. You can also click the Like button on the reply. It doesn't hurt to post a reply that acknowledges that the comment was helpful.
There are a couple of ways to print the check register in QMac:
1) In the register, first use the All Dates filter at the top to set the date range of interest. Then click menu File > Print. Check or uncheck the box to include Schedule Transaction, then click OK. This will generate a quick printout of the register using whatever column setup you have for the register.
2) To make a more customize report that you can save as a template, click the Reports tab, then +Create New Report. Click Transaction, then Row:Time and Time Interval:None. Next, click Continue to Customize.
In the customization window, set the time interval of interest. In the Accounts tab, click Selected Accounts, then Clear All and checkmark only your checking account. Click OK.
When the report comes up, click the Columns button and choose which columns to include. Click on a column header to sort by that column. Adjust the column order by dragging column headers and adjust column width by dragging the dividers between column headers.
Rename the report by clicking the default name at the top. When you have it set up as desired, click Save. You will then be able to retrieve the customized report from the My Reports section of Reports.Quicken Mac Subscription; Quicken Mac user since the early 90s5 -
RickO,
Thanks!! Your option 2 gets me to the 99% mark of what I'm looking for. One remaining issue: I'm noticing Q sets the category column widths when I print, irrespective of how I may have adjusted them on my computer screen prior to printing. If my on-screen column adjustments were kept, I'd be able to have more columns included in my report. If some of the individual entries (e.g., Payee, or Memo/Notes) get truncated, that would be fine with me, but Q seems insistent on making sure all entries are fully displayed in the printout.
Another thing that interferes with the number of columns that fit in the printout is the Q's insistence on displaying "Time" (start and end dates) in column 1. This takes space but adds no information since the dates of the transactions printed give all the information needed.
Dave0 -
@debax Adjusting the column widths on-screen does impact the column widths on the printed report. It doesn't exactly match what you set on-screen, though -- it's some sort of algorithm for proportionality. You can see this if you experiment with changing the width of a column like Payee or Memo/Notes by a significant amount. (You can print to PDF and Open in Preview to try a report with different column widths to see the changes.) Experimenting with the columns widths, combined with the important "Scale to fit [X] pages wide" in the print dialog box makes it possible to get close to a report you want. (I agree that the first column in many reports is a waste of space.)Quicken Mac Subscription • Quicken user since 19935
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I also agree that the first column is a waste of space in cases where this is only one entry.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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jacobs (& RickO), OK, this final note does the trick! I see you really can adjust column widths, just not to an exact value (which is a bit confusing, since you have to try multiple times to get an acceptable result). Also, naming and saving the report is nice, which makes it easier to recreate than what I was used to in Q2007. Thanks to the both of you for your help.
Dave2
This discussion has been closed.