Reports (Mac) — Quicken

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.

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.

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.

How to change print settings in QM 2007

MaryLRB — Mon, 16 Feb 2026 23:17:09 +0000

I am still using Quicken Mac 2007 on an iMac running OS 10.13.6 (High Sierra). Please don't lecture me about updating - I have my reasons. I'm hoping someone in this community still knows enough about QM 2007 to help with a recent problem.

I've always been able to print reports in portrait format but recently, for no apparent reason, they have started to come out in landscape. This wastes paper for long reports and is, frankly, annoying.

Quicken Preferences-Reports says nothing about printing.

Quicken Preferences-Print checks has 4 options but they all come out in landscape.

My default printing format for everything I print is portrait and that is working for other print jobs. But when I actually try to print a Quicken report, my Print - Layout settings show only landscape format, with no way to change to portrait.

I need to print several reports for tax purposes but am dreading using all that paper. If someone can shed some light on this mysterious gremlin, I'll be very grateful.

Category Summary by Quarter issue - Realized Gain/Loss category (Q Mac)

CRichards — Sat, 07 Feb 2026 15:18:23 +0000

I just created a version of this report with a goal to report only income categories, and only from non-retirement accounts. Even though the retirement accounts are explicitly excluded in my filter, for some reason the retirement account realized gains/losses are showing up on the report (I can see them in the drill-down from quarters where they show up), so my realized gains/losses for tax purposes are way off.

Anyone else see this problem?

Version 8.4.2 (Build 804.59835.100)

MacOS 26.2

Report does not include all splits

longtimeuser70 — Mon, 19 Jan 2026 21:50:44 +0000

I created at 2025 annual report with income and expenses. The report randomly omits some splits. Since I use splits extensively within credit card payment entries, this means I have an annual report which is of unknown accuracy for any expense entered as a split. Quicken support has told me this is a known problem, with no commitment at this time to a fix. I consider this unacceptable—a report that is unreliable is essentially useless.

I found this because the annual expense for Auto:Fuel was way below what I knew the Fuel expense should be. (In other words, some of the Auto:Fuel splits were captured in the report and some weren't.) Now I have to check all the other items which are regularly entered as a split to determine which are incorrect. I enter all splits manually. I do not download from the credit card company.

I have made many reports before, and had never noticed this problem. However, it’s not easy to see unless a specific line item is immediately recognizable as off, so it might be longstanding. At the current time, it is very important for me to have an accurate report for an outside need.

Quicken Classic Deluxe Version 8.4.2 (Build 804.59835.100)

Mac OS 15.3.1

perl146 [edited: problem with a register transaction]

Perl146 — Wed, 14 Jan 2026 16:02:38 +0000

I am doing final 2025 report for our small business. At the end of the year I add up all of the business expenses paid from the credit card in the House account and write a check for all of the business expenses with a split showing all of the business categories — they are not showing up in the final 2025 transaction report as anything except the name of the check.
I can't seem to get the specific details in the split to appear in the report. It did last year so I guess it is in one of the updates. Any help?

Budget Reports? Where?

terryneal2012 — Fri, 09 Jan 2026 22:15:54 +0000

I'm new to Quicken for Mac. Iwant to print a 12-month budget report for 2025, a column for Actual, a column for Budget, and a column for Difference.

How?

Quicken Classic Deluxe, V 8.3.3 MacOS 26.1

Putting date's in sequence

Ron — Sun, 04 Jan 2026 00:43:45 +0000

How to put back dates in sequence in accounts and Newest on top. Ver.5.17.6nMac OS 14.7.6

Cash Total Reports

Mark Man — Fri, 02 Jan 2026 01:30:42 +0000

Can Quicken Mac create a cash report from several accounts?

Mark

Tax Report does not show amounts (Q Mac)

Susie — Fri, 26 Dec 2025 19:21:00 +0000

My CPA asked for some YE amounts and I tried to print out relevant pages of Tax Summary. There is no way to include the amounts on each transaction. I tried regular and landscape pages. They are in the report, but not able to print one page. HELP!