Reports (Mac) — Quicken

Reporting On Nested Brokerage Accounts

Chris Mead — Sat, 04 Jul 2026 02:47:38 +0000

I have been using Quicken Classic for MAC for years (version is Premier). I have a problem with Net Worth Reports.

T.Rowe Price recently converted me from managing mutual funds to a brokerage where securities are inside an advisory service ATR account. I used to download each individual mutual and create monthly net worth report that i would later import into Excel.

With the new ATRs, the securities are buried inside the ATR. The net worth doesn't export the security value, just the summary ATR. I thought there might be a new feature to correct this but I don't know what it is.

In summary, I want to export net worth over month showing the security. Any ideas? Clear as mud?

Thanks

Chris

Can I create Folders or something similar in My Reports?

acs2 — Wed, 22 Jul 2026 14:33:14 +0000

I've read online that Folders can be created in My Reports to organize a list of reports. The instructions were:

Go to the Reports tab at the top of your screen.
In the left sidebar, click the "+" sign next to "My Reports" (or click the "New" button on the toolbar) and select New Report Folder.

Where is the left sidebar "+"? I do not see a "+"

thanks

Comparison Reports are not saved correctly

GJCranston1 — Tue, 23 Jun 2026 19:09:39 +0000

Quicken Classic Premier windows version R67.10

Custom Comparison Report does not save the 'Compare To' date correctly. The From and To dates always reverts back to an incorrect day. This happens even when i bring up reports that have been saved many years ago.

Quicken Windows to Mac - loss of Auto Payment

ob1 — Tue, 23 Jun 2026 16:03:22 +0000

With the windows version, reconciling a credit card produced an option to make the payment for the amount owed on the due date

Mac version appears to have no option like this, despite using reconciliation

What am I missing?

Find out my net worth as of a specific date (Q Mac)

jjrichards — Sat, 30 May 2026 14:02:41 +0000

I am running the latest version Quicken for Mac. I was a Windows Quicken user for 25 years

In the Windows version on the top right you can select "an as of date" , and you could see the totals of investments , banking , property , and total net worth.

Under reports my " Net worth by Year " is significantly off .

Is there a way to obtain a report on a specific date ?

Creating a simple report (Q Mac)

QuickPeter — Mon, 18 May 2026 07:40:40 +0000

I’m having trouble in creating a simple report.

I’d like to create a simple report in one Account for the last 12 months for a single category e.g. Auto & Transport/ Parking

I’m not finding the Help in the Menu Bar, well, helpful at all.

As recommended by Quicken, I’ve been approaching creating a report via the Report tab.

btw I’m still running Quicken Classic DeLuxe Version 7.4.2 on my MacBook Air

Thanks, QuickPeter

Duplicate transactions shown on category report when only single in transaction in register.

Terry Borg — Fri, 27 Mar 2026 16:59:12 +0000

When generating a Category report, I get many duplicate transactions even though only one is shown in the account register. Clicking on either takes me back to the same and only transaction in the register.

Income & Spending Chart Rounded Totals (Q Mac)

bcpowers — Fri, 24 Apr 2026 22:57:48 +0000

Hello - I use Quicken Classic Premier version 9.0 on a Mac. I downloaded the upgrade today. On the Income and Spending charts, the total is no longer displayed in dollars cents, but is displayed as a rounded up or down number - $10,466 is 10K or $8,345 is 8.4K. This feels imprecise to me. Is there an option to display the total in dollars and cents as it used to be?

Thank you - Barbara

Quicken for Mac 9.0.1

Gilles9 — Sat, 25 Apr 2026 18:46:29 +0000

Portfolio Value & Cost Basis, graph the check mark Y-axis starts at zero is always selected , If I uncheck it and close the report

when I reopen the report is is "checked" again

Preference does not stick

what is the point of FBAR?

qmacpunk — Sun, 12 Apr 2026 19:02:21 +0000

so I just found out that Quicken Classic for Mac (I have Premier) can generate an FBAR report. But, as far as I can tell, there is no way for me to import any foreign banks into Quicken. So, what is really the point of FBAR as that is only for foreign bank? Is that only for US tax filers who may have supported Canadian banks? I have not yet found a way to import any foreign bank accounts into Quicken. Am I wrong?

Securities & Cash Assigned to a business (Q Mac)

Nauset — Sun, 22 Mar 2026 15:49:28 +0000

Hi - I have a brokerage account that is assigned to a business that contains Cash & Marketable Securities. Yet when I run a Business Balance Sheet report it doesn't show up in the report. How do I get that assigned in the report?

Why are there no pie charts for spending by category on MacOS but in the Quicken Classic iOS App?

BobSc — Thu, 19 Mar 2026 01:52:03 +0000

Reviewing spending by categories by drilling into pie charts, is a very useful feature when working with a spouse or significant other when discussing "where did the money go?"

These discussions usually result in discovering a transaction that was mis-categorized - a/k/a - "mine vs yours", and the ability to correct a transaction's categorization, and redisplay the pie chart - was indispensable in the past (on Windows).

This works-ish on an iPad using the latest Quicken Classic app (clearly someone at Quicken sees the value or this wouldn't be a feature), but there is absolutely no support with MacOS.

If there is no plan for actually developing this functionality, can the export of this report include an option to "export for graphing" which deletes the extraneous header rows and other "filler" rows in the CSV to make this possible without wasting time in either Excel or Numbers?

I can't even tag this thread with anything related to Charts.

Showing memo/notes in Reports

DYGIT — Thu, 26 Feb 2026 21:07:58 +0000

I cannot get memo?notes to show up in reports. Under edit Advanced>Memo/Notes Contains, I see where you have to put in a specific word. I want to see ALL the memo/notes associated with any transactions in the report. How do I do that? Thanks

Detailed transaction report within business account (Q Mac)

brucknerdoc — Wed, 08 Apr 2026 11:57:57 +0000

Hello -

I am using Q Classic Business and Personal 8.5.1 for Mac.

I want to generate a detailed transaction report - but confined to those transactions specific to the business account.
I can generate a detailed transaction account - but there does not seem to be a "business" filter in the customize options.
And the reports generated in the "business" dashboard all seem to be summaries unlike the detail in the usual transactions report.
Any suggestions to get the same detail of transactions in a report solely within the business?
Thanks!

Form 1040 Report Doesn’t Account for Estimated Tax Payments (Q Mac)

RBC1 — Mon, 06 Apr 2026 23:41:02 +0000

Estimated Federal and State tax payments are made 4 times over two calendar years. Three in the actual reporting calendar tax year and one in the following year. The report doesn’t include the fourth estimate made in the following calendar tax year. This could cause an incorrect tax filing if the three estimated are the only estimates reported. An option should be available to have the specific tax estimate category supersede the report date setting. It could be as simple as having a tab on the category settings providing that option.

Business Balance Sheet Issue

coryo — Wed, 04 Feb 2026 22:01:08 +0000

I recently switched from Quicken Deluxe to Quicken Business & Personal for Mac. I set all my existing categories as business income and expenses, and set all my accounts as primarily for business use in their respective settings. Other reports seem to work alright, but for some reason, the Business Balance Sheet report shows wildly incorrect account balances in all assets and liabilities when set to either "Business" or "Personal". When I set the report to "Business and Personal" the balance sheet still shows the same wrong amounts in separate columns for each, but the difference between each column is the correct amount for each asset and liability. It appears the "Business" items are overstated and the the "Personal" items understated by amounts that if combined would be the correct amounts for each item. Any idea why this is happening, and how to fix?

Business Income Statement not showing client payments as income.

DinShawnee — Sat, 04 Apr 2026 22:30:05 +0000

I am using Quicken Classic version 8.5.1 on Mac OS 15.7.4. Trying to prepare reports for taxes and when I create the Business Income Statement, even though the Client Payment category is checked and included, they do not show up as income. All of the transactions have been tied to the right business and multiple invoices paid. Why are the payments not showing up?

Merged: Feature Request: Add “Today” Option for Dynamic End Date in Custom Report Ranges

186kmph — Fri, 03 Apr 2026 11:24:45 +0000

This discussion has been merged.

Fidelity Cash Balance Not working on Quicken for Mac

Sammy — Tue, 24 Mar 2026 11:03:30 +0000

I think this is part of the same problem as Ticket #12299543/CTP-16655). All my Fidelity accounts showed the money market account as CASH. Buying and selling used to work smoothly with cash. Reinvest Dividend from FZDXX worked smoothly and the cash amount increased accordingly. Now the cash is showing the correct amount, but reconciling the account shows that the cash is missing??

Is this problem being worked on? Or is there a specific fix one needs to do with one's own account?

[Edited Readability]

Why will my reports not stay as they are saved?

Donnette — Fri, 16 Jan 2026 20:49:51 +0000

I updated all of my saved reports to show the columns I want, in the order and size that I want them. I saved them, and I went back into them shortly after saving to confirm they are how I wanted them. Now today, I've gone in and found that some of them have reverted back to default columns and placement. How can I make sure the report stays saved the way I want it.

Reports do not include stock donations to charity

reframe — Tue, 10 Feb 2026 18:52:28 +0000

I created a report for all transactions in 2025 sorted by category. However, the report excludes stocks that were donated to charity. While the register records the transaction as "remove shares" it does not appear on the category report, and I am unable to designate that it went to charity so that it would appear in the correct category on the itemized by category report. Since donating stocks to charity have substantial tax benefits, this needs to be corrected so it is reflected in our tax returns.

How to have splits show up in reports

Leslie Jones — Sat, 21 Mar 2026 21:04:58 +0000

In my Category and Tag report splits to not show up, even though the same category is used for single entries. That makes the report wrong. How can I fix that? I notice this question has been asked before but those discussions are closed.

Collapse all categories in report (Q Mac)

Leslie Jones — Sat, 21 Mar 2026 20:58:58 +0000

It is hard to believe after all these decades of Quicken for MAC that a simple Command click on an arrow doesn't collapse all the categories. Yes I can collapse Expenses for instance but then I do not see any categories. I hate wading thru every category and sub category just to get to the M's or P's, etc.

Is there a way to print a list of all categories (Q Mac)

AKERDoc — Thu, 12 Mar 2026 21:43:44 +0000

I have been using QM since it came out for the Mac and am still using QM 2007. I am trying to learn to use the current Quicken Mac. I can't seem to figure out how to print out a list of my Categories. This is very easy to do in QM 2007

I can not open my prior reconciliations, what am I missing. (Q Mac)

Daffy Duck — Fri, 06 Mar 2026 04:01:37 +0000

Every month I reconcile each of my accounts. When I try to get into my prior reconciliations I can't do it. I select the account that I am trying to get to the historical reconciliations and I then use the Accounts pull down menu, but the Reconciliation History option is grayed out.

I am running Quicken for Mac version 8.4.2

Quicken Classic Deluxe for Mac Version 8.4.2

Lizah — Sat, 28 Feb 2026 20:35:52 +0000

Come on, Quicken, you can do better. In December, I printed Category reports for my tax appointment, landscape. My report was 33 pages, font was too big at that time. Now with the latest version, the font on my Category reports are twice the size with 66 pages for my report. Ridiculous. Why can't the reports print just what is displayed on the screen. That would be a perfect report. My accountant already thinks the report style & font on the Mac is cumbersome. Why can't you create the Quicken Mac like Quicken Windows. We deserve better. The price point is the same.

Sales Tax Report (Business & Personal Mac)

bellasarah — Tue, 24 Feb 2026 21:52:48 +0000

Hi, so my town has a complicated sales tax structure, with a summer and a winter rate, and a few different exemptions- the ones I use most are for non-local sales and senior citizens. When I file my city taxes, I need to report total sales for each tax period, and exempt sales for each category, and then compute my tax due on the difference. I assigned each exemption category a sales tax of 0% with the city as the agency, the only problem being that because it's 0% it somehow gets shunted into "No Agency" instead of being listed under the city. I could mark them as non-taxable sales, and then they'd show in that column, but I'd have to go back and manually determine which exemption they belonged in. All I really want is a report just like the existing sales tax report but showing the categories with 0% rates. I can't see how to make a scratch report to do that, or how to edit this report, either.

Ideas?

Thanks!

Net Worth Report became corrupted some time after 2/10/25

LindaJane — Wed, 25 Feb 2026 20:37:06 +0000

Report for 2025 was correct for all investments. Report printed 2/10/26 was correct. When reprinted on 2/25/26 one investment was incorrect . An item categorized as Unrealized Gain/Loss was added as of 12/31/25. The loss affected the end of year value as if it had been realized. two problems…the amount of loss is unsubstantiated and the inclusion of the category affects all prior Net Worth reports if reprinted.

The problem must have come from an update.

I was on line with Support for almost 2.5 hours with no resolution. Ticket #12256408. I was told the category would always be there and I would have an invalid report.

Apparently I am the first to question this but surely can't be the only one affected.

any ideas?

When running a Transactions by Acct report and asking for 1 category, report incl transfers (Q Mac)

Bruce Fussell — Sun, 11 Jan 2026 15:16:18 +0000

When running a Transactions by Acct report and only asking for 1 category the results include additional items like transfers to accounts that do not include the category requested? How can I eliminate those and just get the requested category?

Wrong Update Entries

winterbear — Fri, 20 Feb 2026 16:25:15 +0000

Running Classic 8.4.2 on Mac. Every update entry from Firstbank Colorado is entered as Personal Income. Every expense item is entered as income! It started at my last update on 2-19-26. I've been using Quicken for years successfully.