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

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Merged

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.

 For now, you may want to add your votes to:First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
 
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jlgg

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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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