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Posted by Bob on May 2, 2007, 6:01 pm
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> Bob wrote:
>>> Bob wrote:
>>>> The Quicken 2007 reporting function will not allow me to
>>>> develop a report for months beyond the current month.
>>>> I'm pretty sure the older (and in my opinion better)
>>>> 2004 version let me do that. I made some entries on
>>>> April 30 that I wanted to show up in May. Quicken let
>>>> me change the date on the register, but until May 1, I
>>>> could not generate a report showing these entries. All I
>>>> get is a drop down list of months, with the
>>>> current month the latest option. Bank of America will
>>>> allow me to pay bills in advance, but Quicken will not
>>>> allow me to show those advance bills in future months'
>>>> reports. Is this complaint unusual or unreasonable?
>
>>> I think you need to supply more specifics about which
>>> report you are trying to create, and the steps you're
>>> taking. Quicken has no basic rule preventing future dated
>>> transactions in reports, basically all you need is a
>>> date range that includes the transactions you are
>>> interested in. Perhaps there are a few reports that
>>> don't allow it, but I don't know what they would be. (And I'm
>>> referring to transactions that are in Quicken
>>> registers; not Scheduled transactions, budgeted amounts,
>>> cash forecasts, etc.). --
>>> John Pollard
>
>> I have a saved income/expense report subtotaled by
>> category that I have been using for 15 years or so with
>> various versions of Quicken. At the top of the report
>> there is a drop down box for date range (monthly,
>> quarterly, yearly, month to date, etc.); I use monthly. To the
>> right of that is another box that lets me choose
>> the month from another drop down list, but May07 is as
>> far as it goes. If I remember, older versions used to
>> pop up a little calendar and let me advance beyond the
>> current month. I have future dated transactions in the
>> register, but this report will not allow me to see them. I
>> tried the "customize" button, but get the same
>> restriction. I even tried creating a quick report (how
>> much did I pay to) and it still won't allow me to go
>> beyond May07.
>
> I just took a look in Q2002, Q2004, Q2005, Q2006 and Q2007.
>
> First, the "Monthly" date range was introduced in Q2006.
>
> Second, Q2006 and Q2007 exhibit the same limitation you report
> when the "Monthly" date range is selected.
>
> Third, why select a date range of "Monthly"? You couldn't have
> been using that for 15, or even 5, years; why now?
>
> The Date Range of Monthly is not necessary in order to see
> amounts by month. You can chose any date range that covers the
> period you are interested in; and, if necessary, choose any
> "Interval" that suits (month if you want to see multiple months
> at once). If you choose a Date Range of "Custom dates", you'll
> see that little calendar. You can see your future transactions
> for any period, or periods, for whatever permitted "interval",
> for however far in the future you choose. Just use an
> appropriate "Date range".
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
Hmm. they seemed to have changed a lot of things in 2006 that I don't
like! (the worse thing is subtotaling at the TOP of the list of items in the
category, rather than at the bottom). And yes, I have been using a monthly
report for as long as I have been using Quicken, at least 15 years. At the
end of every month, I give my partner a "bill" for all the expenses we have
incurred for the month and then we settle up. That's why I select a monthly
report. And thanks for the tip on choosing custom dates to get the
calendar. I see that now. It didn't used to be hidden.
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