![]() I've followed some threads and don't understand why the reporting capabilities are not made more There's a long, messy story behind the development of Quicken Mac.Īfter the developers realized in 2006 that they faced an eventual dead end with some of the 20 year-old technologies that were used in the Mac product at that time, they decided they had no choice but to start over with all-new code that used the latest Apple frameworks for the modern Mac operating system. It is too bad that the new Quicken for Mac is not as good as a 12 year old version. I agree with you that reporting is far superior with Quicken 2007 for Mac. But otherwise, I think this is exactly what you have in your example above. Unfortunately, just as it puts subtotals on top (which I hate), it also does the secondary sort by date from latest to oldest, where I'd always prefer the opposite for a financial report. Here's an example it's real data which I exported to Excel just to anonymize the Account and Payee names. You do New Report > Transaction, Rows=Account, and then in the resulting report screen, click the Payee heading to sort by Payee within Account. (OP wanted a total for each Payee, which your example doesn't provide.) What you show above, though, is easy to do in Quicken Mac. In your example, you're getting subtotals by account, but not by Payee. There is not a way to specify "Subtotal by" as there was in Quicken 2007, but. In you example above, you want transactional detail, which is different. That's why I described how to do it with a Summary report. as a request to not show the transaction detail, just a single line for each Payee. Is that what QMac offers? If not, that is a BIG did you achieve what you wanted using the SUMMARY report format or the DETAIL format?ĭoes anyone know a way to just print a line with the payee and payment amount on one line without the transaction detail?. ![]() Any combination of the 2 selection criteria can be used! More Sorting Options to Reports (creates 2nd level sort)Ĭombined is what gives the 2-level sort capability from the same criteria selection window in QM2007. ![]() SubTotals on reports (creates first level sort).I have captured the selection criteria in the Useful Transactional Detail report as So in QM2007, you specify (as would apply to the OP crireria) Subtotal by Account and sorted by Payee. Cannot post a screen shot but it would look something like: (In my case an example is Subtotal by Category and sort by date) My emphasis was the need for a TRANSACTIONAL DETAIL report doing a 2-LEVEL SORT and SUBTOTAL. BTW, what I use is a similar Report FORMAT as the OP but NOT the same choices for the format. Thx but a columnar report is strictly a SUMMARY report.
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