Bills & Income Print Feature (Q Mac)

heathered23 Member
edited November 2019 in Printing (Mac)
I was disappointed to learn that you are not able to print the list of bills in the Bills & Income tab. A Quicken rep told me I could go to each "Pay From" account and print the grayed out transactions which are the upcoming bills. This is not a good solution for the following reasons:
  • You have to go to each register that has bills
  • If you have bills that are payed quarterly or yearly they won't come up unless you print the register for the entire year going forward thereby duplicating monthly bills in the list.
It would be very helpful to be able to simply print the list of bills that is displayed in the Bills & Income section. 

Thank you.

8 votes

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  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello All,

    This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it will be archived within the next 7 business days.

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  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    all windows with lists should be printable...this should be standard across the board.
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    user since '92, STILL using QM2007)
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Agreed that this screen/list should be printable. This idea should not be archived. It might help others to find this topic if the title was edited from "Bills & Income Print Feature (Q Mac)" to something like "Make Bills & Income Screen Printable".
    Quicken Mac Subscription • Quicken user since 1993
  • Gilbert
    Gilbert Member
    I've been a Quicken user since the mid 90's, first with Quicken for Windows, Quicken Essentials for Mac since 2012 and now Quicken for Mac subscription. For the past several years I've been keeping track of scheduled ongoing transactions by building a "Numbers" spreadsheet. The redundancy of it really takes too much of my time to do on a regular basis. At first, I couldn't find a way to pull up my Scheduled Transactions list, like I used to be able to do in Essentials, until I did a little digging and discovered that I could do it by clicking on Bills & Income, go figure.

    I'm just a little more than a novice with computer software, but it seems to me that providing a "Print" function for Bills & Income would be a very simple thing, provided there's a will to do so. Is it too much to ask for such a basic feature?
  • AF_NR
    AF_NR Member
    This pandemic has increased the need for leaving a plan "roadmap" for the conduct of financial affairs.
    We have been Quicken users since the 1990s. First windows and now MAC.

    We need the print option for "bill schedule - account list - category list and tag list" ... It was always an option in Quicken for Windows. My family wants to include these as printed and PDF reports in our legacy files for administrators. We believe it is unreasonable to expect your customers to re-create these lists manually. The inconvenience of the time it would take is not the biggest issue. The bigger issue is the likelyhood of data input errors.

    We have found other requests of Quicken in multiple threads on this website to make this option to print "bill schedule - account list - category list and tag list" possible. We can only see that the "request" is put onto a list for consideration.

    In all the years we have been Quicken users, we rarely look at the website for "assistance". Haven't needed to. Today we are trying to wrap up our legacy files for 2021 and printing lists was on the list. But look like it won't be possible. As a result, we will have to create the lists manually instead.

    If this does not become an option soon, we will need not renew our subscription.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Yes, it would be helpful to be able to print certain auxiliary windows which currently don't have print options, and hopefully those features will be added in the future. Meanwhile, this doesn't sound like the type of issue to leave Quicken over, as there are work-arounds for some of these things. Not always elegant work-arounds, but if you consider how much work it would take you to switch from Quicken to some other software, an inelegant solution might be "good enough" for now.

    One simple option is screen shots. Open your Bill schedule window, drag it as tall as possible, and take a screen shot. (Use Command-Shift-4, then Spacebar, then click on the Quicken window, and you'll get a screenshot of just that window without any other windows or background on your computer.) If all your transactions don't fit on one screen, scroll down one screen and take a second screenshot. (I said this wasn't elegant! ;) ) Unless you have a huge list of schedule transactions, I think most people would be able to capture everything in 3 or fewer screenshots.

    You can do the same for the other lists you want. Open Window > Tags, drag the window as tall as you can, and take one or more screenshots to capture all the tags. Repeat for Window > Categories. Repeat for accounts (under Accounts > Hide & Show Accounts).

    For some of these lists, an alternative is to create a list via a report and a little editing in a spreadsheet. For instance, for a list of all your categories used, you could create a Category Summary by Year report. This will create a report of income and expenses for every non-zero category over all the time you've used Quicken. You're not interested in the columns of values, just the first column. So click the Export button and select Export to CSV file. Open this file in Numbers or Excel, select and delete all the columns after the first one, and you'll be left with a list of all your categories used; print the spreadsheet. 

    Although these approaches aren't as nice as being able to open and print each window in Quicken, I think you'll find that with just a few minutes of work, you can get what you need.
    Quicken Mac Subscription • Quicken user since 1993
  • lahuff9
    lahuff9 Member ✭✭
    I agree with the comment from 12/11/2021. We recently sat down with our adult children to discuss "What you need to know when we die". The vast majority of our bills are on auto-pay. If we become incapacitated, it would be very important for them have a view into what those payments are in order to keep sufficient funds available. It is equally important for them to have insights that would allow them to cancel auto-payments quickly and efficiently.

    While I have managed to create a manual list by changing each register to show the scheduled transactions for the next year, printing the next year's date range, and then resetting the view in each register, that is cumbersome. It doesn't allow me to export the data. I would like to see a Budget report that would allow me to simply do this for whatever timeframe I desire.
  • rpbdlb
    rpbdlb Member
    I have been searching for an answer to this. I really would appreciate this feature. Thank you.