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Graphs - Quicken for Mac

Tim1963
Tim1963 Member ✭✭
edited December 2020 in Reports (Mac)
I have been a Quicken user since the early DOS days. I'm now using Quicken for Mac. You have made great strides with improvement with the MAC version. However, one area that I have been disappointed with is not being able to graph, especially with investments. I would love to see this function in Quicken.
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Comments

  • jcamer
    jcamer Member
    edited February 8
    I'd like the line graph from the old Net Worth Over Time report to carry over into the new reports as well. [removed - no soliciting] and others offer that basic functionality.
  • MsMo
    MsMo Member
    I'd like the graph of each investment showing buys and sells to come back
  • SaxBro
    SaxBro Member
    I find that graphs make comprehending data much easier, especially over a 20+ year period. BRING BACK GRAPHS, PIE CHARTS, etc. Having just gone over to Premier Quicken for Mac from Quicken 2007, I am very disappointed in the lack of depth in both Reporting and Graphing capabilities. Boo!!! It seems like Simplifi has at least some pie-charts and graphs, why not QMac???
  • SaxBro
    SaxBro Member
    For instance, I'd like to be able to see in a report how much I have given to charity annually over the past 20+ years (without having to wade thru all my other categories at the same time), then also be able to see in a different view how much I have given to each individual charity over that time period. Easy to do in QM2007, is that possible in the new version?
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @SaxBro  Yes, you can do both -- but in a report, not in a graph.

    For a report on your charitable giving year-by-year, use the Category Summary by Year report, Edit it, click on Categories, click Clear All, then click your charitably giving category(ies), and the report will show just that category for each year. Click on any dollar amount for a yea to see the individual transactions for that year.

    For a report by Payee by year, you could do a cross-tab report with Payees as rows and Time=Year as columns. Then edit the report to include just the charitable giving category. The resulting report shows each charity Payee in a row and how much you gave them each year going across the columns.

    Quicken Mac Subscription • Quicken user since 1993
  • SaxBro
    SaxBro Member
    Thanks jacobs!!!
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