A 'one-click' income report in the MAC version is unavailable. This is unacceptable; Windows has it

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This conversation has been merged. Please reference the main conversation: Add Ability to Organize Reports by Income and Expense vs Cash Flow in Quicken for Mac

Trying to get a 'simple, one click' statement of income for a given time period.  We [Quicken MAC users] used to have a 'check box' where we could clk 'Income' or 'Expense' to generate this custom report.  I cannot find it in Quicken for Mac 2019.  I've also been told by one of Ur [Quicken] tech reps that this feature is still available in the Windows addition.  Please bring this back in the MAC edition; it is VERY valuable tool, and we MAC users should have every feature available to Windows users
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Dick Lammerding

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Posted 1 month ago

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smayer97 (QM2007, CDN user since '92), SuperUser

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You have come across one of the areas that is very underdeveloped in QMac; report types and related features. What you are asking for is an Income Statement, aka Cash Flow or Profit & Loss (P&L). At the moment, the closest you can get to that is using the Category Summary Report or possibly the Tax Report.

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I'm not certain this is what you're looking for, but in the "All Transactions" window, you can select the income tab, and choose a date range and account grouping.

If you then choose to print the window, you will be given the choice to format by transaction or category.  I find for my personal use, choosing "All Banking & Investment Accounts" and formatting by category produces a very usable report which you can print or save as PDF.
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Quicken Sarah, Official Rep

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Moving to merge w/existing Idea thread on this topic.

Please reference the new conversation here: Moving to merge

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