List of Requests for Report Types in Quicken for Mac

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This post is to try to consolidate in one place all posts for IDEAS for different TYPES of reports only! (The list for report features has been moved to a separate list - see below)

This is to simplify finding and voting for these requests, so as to improve visibility of these requests to the developers.

Instructions:
1. Click VOTE at the top of THIS page to promote this list, to encourage other users to also vote on the items belowTHIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!

You still have to go to their respective page and add your vote there for it to count!

2Click "Follow" at the top if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Now click on each link below you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

When you are done here, I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

Now VOTE to your heart's content! Your VOTE matters!

(When you are done, you may also want to  add your VOTE for different report features, configurations and related discussions, here:  https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-related-features-in-...)


BACKGROUND:

The following post is a backdrop of the issues around the current design of reports in QMac and a reflection of the desire to have a customizable reporting engine with the power and flexibility of QM2007 and QWin.
https://getsatisfaction.com/quickencommunity/topics/request-for-customizable-reporting-engine-in-qm2...

As an example, I highlight how in QM2016 it takes 4 separate reports that are achieved with only 1 report template in QM2007.
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smayer97, SuperUser

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Posted 7 months ago

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smayer97, SuperUser

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Vote for having a columnar report (with selectable choices for rows and columns) here: https://getsatisfaction.com/quickencommunity/topics/in-quicken-2007-i-can-create-custom-reports-with-categories-rows-and-classes-columns-export-it-to-excel-for-tax

Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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LCopp

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I just spent my time during the whole year using Quicken for Mac 2015 (after having to give up the 2009 version) only to discover that I cannot create the Reports I need!

I expected Quicken 2015 to be the same, if not better than the 2009 version, not unbelievably WORSE, to the point that it is USELESS to me as a business owner. How can that be????

This software used to be the most powerful accounting software on the market, only to be given a lobotomy in its current versions. It is USELESS for a business owner until it can make reports like 2007 and 2009 versions.
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Eddy Ancinas

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yes--Useless if you can't make category reports with ALL categories. What's the point of having categories if you can't see ALL of them in a report?
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smayer97, SuperUser

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Then be sure to click on the link for EACH report you want to see added and click VOTE at the top of EACH page to have you voice counted for that report to help drive the priorities of the developers. Your vote matters!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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Ralph Seelig

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Just make it as good as Quicken 2007 for Mac!
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smayer97, SuperUser

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Hear, hear!!
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smayer97, SuperUser

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Vote for having a Tag report (just for tags) here: https://getsatisfaction.com/quickencommunity/topics/tags-reports

(Note that this report request could be implemented as a subset of the previous IDEA above. Go to that link to see how).

Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

 
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smayer97, SuperUser

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(this is just an application of the Columnar report  sorted and subtotaled by tags - see above)
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smayer97, SuperUser

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Vote for having a Income vs Expenses, Cash Flow, Profit & Loss (P&L) type report here: https://getsatisfaction.com/quickencommunity/topics/add-income-vs-expenses-cash-flow-profit-loss-p-l...

Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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smayer97, SuperUser

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(these are just a subset or an application of the Columnar report organized by those options and has been merged into that request - see above)
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smayer97, SuperUser

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REMINDER: To make sure your VOTE counts, if you have not done so, you actually need to click on the link for EACH IDEA, then click VOTE on EACH page that opens up for THAT idea. Otherwise, your vote will NOT get counted!  
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smayer97, SuperUser

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Vote for a Comparison report format here: https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-comparison-reports-needed

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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smayer97, SuperUser

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(this is just a subset or an application of the Columnar report with additional columns - see above)
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smayer97, SuperUser

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Vote for an Income Over Time report, here: https://getsatisfaction.com/quickencommunity/topics/income-over-time-report-g0ev9lh9nwiwd

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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smayer97, SuperUser

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Add your VOTE to add a Bar or Line Graph for Income Over Time.

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.
(Edited)
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smayer97, SuperUser

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(this is just a subset or an application of the Columnar report - see above)
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smayer97, SuperUser

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Vote for the Category/Transaction Detail Report, here: https://getsatisfaction.com/quickencommunity/topics/create-a-useful-category-transaction-detail-repo...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.

If you do not click VOTE at the top of each one, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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John Lloyd

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I use category detail reports many times every day so can't upgrade until available in 2017
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smayer97, SuperUser

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Then be sure to add your vote for it by clicking on that link for the request for that report, then clicking VOTE at the top of the page that opens. Otherwise, you vote will not be counted for that feature!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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smayer97, SuperUser

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Vote for the IRR Report, here: https://getsatisfaction.com/quickencommunity/topics/irr-report-mad-quicken-2017

First, click on the 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.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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smayer97, SuperUser

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Is this another request for the same thing or is this different? 
financial analysis of investments

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.
(Edited)
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smayer97, SuperUser

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Vote for the request to Bring back Quick Reports, here: https://getsatisfaction.com/quickencommunity/topics/bring-back-qkreport 

First
, click on the 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.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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smayer97, SuperUser

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Don't forget to add your VOTE for various report related features by clicking on the underlined link.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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smayer97, SuperUser

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Add your VOTE to add a Portfolio report.

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.

(see the post cross-referenced under List of Requests Related to Features for Investments here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-related-to-investments?topic-re...)
(Edited)
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smayer97, SuperUser

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Add your VOTE to Requesting YTD investment returns report.

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.
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smayer97, SuperUser

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Add your VOTE to Add Ability to Print List of Accounts and Balances.

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.
(Edited)
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smayer97, SuperUser

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Add your VOTE to Add Reconciliation Report.

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.

(see the same post cross-referenced under List of Requests for Reconciliation Process  here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-reconciliation-process?topi...)
(Edited)