What happened to the Reports and Graphs Center?

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wcornish
wcornish Member ✭
edited March 2023 in Reports (Mac)
Seemed like there used to be an option to create customer folders for reports. I can find several references to it online but do not see it in the software.
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  • UKR
    UKR SuperUser ✭✭✭✭✭
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    What you are looking at is part of Quicken for Windows.
    These features are not available in Quicken for Mac. Sorry.

    Are you new to Quicken Mac (2015 and newer)?

    Welcome.

    Getting Started with Quicken for Mac
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-mac
    https://www.quicken.com/getting-started with links to more information and videos

    If you haven't done so already, please review these videos for more information about Quicken Mac
    https://www.youtube.com/user/QuickenMac/videos

    (OK, so they're a little dated by now, but they will still help you get started)

    Help! (Quicken Mac)

    Click Help / Quicken Help for additional help on Quicken functions and features.
    A browser-based version is available here:     https://help.quicken.com/display/MAC/Quicken+for+Mac+Help

  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
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    @wcornish
    As @UKR noted, custom folders is a feature of QWin.  All of your saved ('memorized') custom reports in QMac will appear under the group "My Reports".  One thing you can do if you have many saved reports that need to be grouped is to simply prefix them with what you would, ideally, have liked the folder name to be.  Then at least all related reports will appear together in the list.  For example:

    Taxes.somereportname
    Taxes.anotherreportname
    Spending.Utilities by Month
    Spending.Streaming Services

    etc.  The down side of this, is that the extra prefix will show up in the title of the displayed report... which may well be undesireable if you are printing.  So...

    Alternatively, you can begin the Description field with the group name... since in the Report list, you can sort by the Description as well as Report Name (etc).  Then the report name will display as desired in the report itself, yet you can still sort to see groupings.

    You can right-click a report in the Reports tab > My Reports and select "Edit Description..." to add the prefix tag as described above to group your reports.

    (Yes, this is a workaround for folders, but hopefully it helps for now.)

    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11

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