More Graphs and Graph types for Q Mac

A Brown
A Brown Quicken Mac Subscription Member ✭✭✭
edited October 2023 in Product Enhancements
there should be more graphs. use sankey or chord graphs to see visual relationships between accounts or accounts to categories. use a line graph with target line of budget.
75
75 votes

Under Consideration · Last Updated

Submitted for review on 11/23/24 - CBT-438

«1

Comments

  • blair@
    blair@ Member ✭✭
    i don't see any graphs in latest mac version
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited December 2022
    blair@ said:
    i don't see any graphs in latest mac version
    @blair@ There are some  graphs, but not enough to satisfy the wishes of many Quicken Mac users. 
    • On the Home > Overview screen, you see a pie graph of Spending by Category, and bar graphs of Spending Over Time and Net Income
    • On the Home > Dashboard screen, you see a pie graph of Spending by Category
    • On investment accounts or groups, on the Portfolio screen you see a line graph of market value over time
    • On investment accounts or groups, on the Dashboard screen you see pie graphs of Asset Allocation and Allocation by Security
    • On the Bills & Income > Projected Balances screen, you see a line graph of projected balances

    But there is no way to generate a custom graph, as you can create custom reports. And there is nothing like the relational graphs shown in the attachments to the original post in this thread.
    Quicken Mac Subscription • Quicken user since 1993
  • Bobjsml
    Bobjsml Quicken Windows 2017 Member
    More Graphs. Quicken graph ability has been reduced with all the updates. it used to support most of excel graph types, now all we get is a pie chart. how a option for more graphs. How can one do financial planning with what is available today!!!
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    @Bobjsml  Just to be clear, there are no fewer graphs since the modern Quicken Mac came to market 8 years ago. There were only more graphs in the legacy Quicken Mac, for which development ended back in 2006. The current Quicken Mac has been adding some graphs in the Investments Dashboard and Home Dashboard over the past year. there's no way to know if more graphing features are coming, but I'd guess they will continue to add graphs as the program continues to mature. 

    Bobjsml said:
    How can one do financial planning with what is available today!!!
    I personally prefer to work with the actual numbers for my financial planning, so the absence of graphs is not holding me back. But for those who prefer working with graphs, the answer is to export the data you want to graph, and use your favorite spreadsheet program (Excel or Numbers or Google Sheets) to graph the data in whatever format you prefer.

    Just to be clear, I'm not arguing against Quicken adding more charting capabilities; I'm only saying that the absence of more graphs shouldn't hold anyone back from financial planning. :)
    Quicken Mac Subscription • Quicken user since 1993
  • AndrewG
    AndrewG Quicken Mac Subscription Member ✭✭
    > I personally prefer to work with the actual numbers for my financial planning, so the absence of graphs is not holding me back. But for those who prefer working with graphs, the answer is to export the data you want to graph, and use your favorite spreadsheet program (Excel or Numbers or Google Sheets) to graph the data in whatever format you prefer.
    >
    > Just to be clear, I'm not arguing against Quicken adding more charting capabilities; I'm only saying that the absence of more graphs shouldn't hold anyone back from financial planning. :)

    The whole idea with graphs is to get a quick easy to read snapshot of our finances. As soon as we have have to export to Excel, it's not exactly quick or easy is it.
  • kohster
    kohster Quicken Mac Other Member ✭✭
    Add me to the group of people who would definitely like more charts/graphs. I just moved to modern Quicken from Quicken 2007 over the weekend, and I'm missing the charts that I used to generate and look at on a regular basis, like Net Worth. At least it looks like Income & Expense is a card on the Dashboard that just got added in one of the latest updates, and that was another chart that I used a fair bit.
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @kohster They are building out the range of features in the new Home Dashboard. Income & Expense was added in the last update. I'm sure Net Worth will follow. Many users are waiting for the upcomign bills feature to migrate from the old Home Overview page which will be going away to the Home Dashboard page. Currently, the dashboards aren't confirgurable, but there's been a lot of feedback asking for control over things like which accounts are included/excluded, and handling multiple currencies. I thnk you can expect to see enhancements coming to the Dashboard page over a number of the update releases this year.

    Quicken Mac Subscription • Quicken user since 1993
  • Crewdog68
    Crewdog68 Quicken Mac Subscription Member ✭✭

    I genuinely miss the graphing capabilities of Q2007. Sometimes I want an overview of how things change over time. Numbers are OK but a graph really makes the trendlines easy to spot.

  • hbarazi
    hbarazi Quicken Mac Other Mac Beta Beta
    edited June 2023

    I also feel that graphs are a very important feature to be able to get an overview of a customized report

  • Socrate
    Socrate Quicken Mac Subscription Member ✭✭✭
    edited October 2023

    The current doughnuts charts for expenses is way too simplistic and useless. The one in "Spending Category" card, or the bar charts of old. It doesn't allow for analyzing sub categories.

    Idea: Introduce Sankey chart for Income & Expense. Both to replace the card in "Home > Spending by Categiory", and in Income & Expense reports.

    I include this great example below, created by Visual Capitalists for businesses' NIS.

    In Quicken, the Sankey chart should be collapsible and expandable. Start with just two bars in the middle, income & expense, then with +/- controls expand one level down the categories hierarchy to either side (left or right), each of Income and Expense into subcategories.

    The beauty of the Sankey charts is that is allows to visually depict proportions for multiple levels of a tree-like data structure.

    Alphabet-Revenue-June-2022-1200.png

    More examples here: https://www.visualcapitalist.com/cp/big-tech-revenue-profit-by-company/

  • mjk7
    mjk7 Quicken Mac Subscription Member ✭✭
    edited August 2023

    I am using Quicken for Mac Deluxe version 7.2.1 I called and spoke with a tech support person who confirmed that this feature is not available. I would like to be able to create a line graph showing the balance of any account over time. For example, the balance of my checking account on a weekly or monthly basis represented as a line on a graph, similar to a stock price graph. Thank You.

    [Merged Post]

  • keith.and.meliss
    keith.and.meliss Quicken Mac Subscription Member ✭✭
    edited March 26

    I absolutely love this idea, and in fact, have a recent love affair with sankey charts. I made this one (removed amounts so its just relative) to give a review of family finances at the end of the year when prepping for tax season. I'm iterating on the idea and making another for monthly cash flow.

    METHOD:

    Currently I export a expenses report from all accounts broken down by Tag and then Category (not sub category). Then I augment the data with incomes, including available credit and loans. These collectively go into "funds" or "budget" in the middle and then split out into the tags, then categories.

    Once the data is collected, hop over to https://sankeymatic.com/build/ and paste the data into the box, adjust the page size to 2750 x 2125 and poof.

    It helps my brain.

    It would be sublime to be able to generate these on-demand.

    sankeymatic_20230829_172323_5500x4250.png
  • Socrate
    Socrate Quicken Mac Subscription Member ✭✭✭
    edited March 26

    Indeed we could have this for

    1. P&L
    2. Cash-Flow
    3. Balance/Sheet (Assets & Liabilities)

    Hope more Quicken users will upvote this proposal!

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭
    edited March 26

    I was looking at Sankey charts the other day, and thought that would make a great chart for Quicken to add to depict income streams and expense outflows in a very impactful way.

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭
    edited March 26

    Question for Quicken developers, is Quicken considering the use of Sankey charts for income/expense reporting?

  • mattc2
    mattc2 Quicken Mac Subscription Member ✭✭
    edited March 26

    Sankey charts are going viral for tracking expenses on social media. Quicken could get quite the marketing boost if people start posting their Sankeys on reddit (like for Monarch).

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭
    edited March 26

    Is there any further thought from the Quicken development team to upgrade their report graphics?

    A Sankey chart to see various income streams vs expense streams would be a useful and great enhancement.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited March 26

    Is there any further thought from the Quicken development team to upgrade their report graphics? 

    @Jeff76 I obviously can't speak for the Quicken development team, but I'd note that they never post directly on this forum. The only information we get from them is when Idea threads like this change status, first to Under Consideration, and then to either Planned or Not Planned. But this Idea thread currently has received only 9 votes, which means it has not yet been forwarded to the development team for consideration; a Quicken Mac Idea needs to reach 30 votes for that.

    That said, it doesn't mean that the development team doesn't have and implement their own ideas about how to improve the program. There is a different Idea thread requesting the ability to create charts as well as reports, and that Idea is a "Planned" status. So it's possible when they implement what they are planning for reports, depending on what the code libraries they use offer, they might offer multiple types of reports. You might want to add a comment asking for Sankey charts in that thread; the developers will often read the comments in an Idea thread when implementing a new feature.

    Also, there's another Idea thread seeking "More Graphs and Graph types for Q Mac" which encompasses snaky and other typers of charts. That Idea thread is up to 22 votes, so you might want to add your vote and comments to that thread, as it might reach the critical 30 votes to be forwarded to the developers for consideration sooner than this one.

    Quicken Mac Subscription • Quicken user since 1993
  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭
    edited March 26

    Thanks @jacobs, I will post to both threads. I wonder if the lack of votes could be related to people not knowing what a Sankey chart looks like or what it depicts?

  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭

    Question, do report/graphic ideas/enhancements for Mac carry over to Windows (Classic) versions and visa-versa?

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Question, do report/graphic ideas/enhancements for Mac carry over to Windows (Classic) versions and visa-versa?

    No. There are certain areas of functionality which are developed in concert between the Mac and Windows development teams, but since the programs have a lot of differences, new features and feature enhancements are generally considered independently by the respective development teams.

    Quicken Mac Subscription • Quicken user since 1993
  • mburd
    mburd Quicken Canada Subscription Member ✭✭

    Please add the ability to create custom graphs from any report data. Nothing fancy, just basic line and bar charts would go a long way to helping understand my finances at a glance, particularly when comparing performance between periods.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    The status of this Idea has been changed to Under Consideration as it has reached enough votes and has been submitted to our Product and Development team for further review.

    Thank you!

    -Quicken Anja
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  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭

    @Quicken Anja just curious, with so many graph types to choose from how does the Product and Development team decide what graph types to implement in future releases? Thanks.

  • BrunoS
    BrunoS Quicken Mac Subscription Member ✭✭

    Yes! We need a Sankey, please!

  • macpow
    macpow Quicken Mac Subscription Member ✭✭

    Trend lines on graphs provide such a basic indispensable analysis function … it's amazing that it has been requested and ignored on the Mac for years! (Quicken user since 1997)

  • bd1223
    bd1223 Quicken Mac Subscription Member ✭✭✭
    edited March 26

    A Sankey chart would be a valuable tool to visualize money flow in the budgeting process and in reports. An example is attached:

    sankeymatic_20250408_174802_1600x2000.jpg
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited March 26

    Hello @bd1223,

    Thank you for coming to the Community to provide your feedback. I merged your post with the existing feature request.

    Thank you!

    Quicken Kristina

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  • Jeff76
    Jeff76 Quicken Windows Subscription Member ✭✭✭✭

    I would still love to see a Sankey graph, but I wonder why the Quicken development team has not added any new graphs or charts in quite a long time?

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    I would still love to see a Sankey graph, but I wonder why the Quicken development team has not added any new graphs or charts in quite a long time?

    They have determined, by the various methods they use, that other features are higher priorities. Adding business features, for instance, is something some users have long wanted, and has taken a lot of time by the developers. Budget enhancements are apparently being worked on, as that's been a major area of customer requests/complaints for many years. Adding some of the planning tools that exit in the Windows version is another large project which they have indicated they are working on. Unfortunately, the output capability of the small Quicken Mac development team cannot quickly satisfy all the requests we users have for the program.

    Adding some additional carting capabilities in Quicken Mac is also on the development calendar, but whether it will specifically include Sankey charts is unknown.

    Quicken Mac Subscription • Quicken user since 1993