Reports (Windows)

Discussion List

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  Customizing a Spending by Payee Report

  Answered ✓ Closed ptladasue 53 views 2 comments 0 points Most recent by ptladasue November 2023
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  Report -- Mix between "Account Balances" and "Transactions"

  Answered ✓ Closed skydivetom 46 views 1 comment 0 points Most recent by skydivetom November 2023
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  Adding more standard and customized Account Intent options

  Closed BSav 41 views 1 comment 0 points Most recent by mshiggins November 2023
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  Net worth comparison report for Windows

  Closed glaurian 21 views 2 comments 0 points Most recent by glaurian November 2023
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  Investment Transaction report

  Answered Closed acs2 42 views 3 comments 0 points Most recent by acs2 November 2023
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  How to show Withdraw transactions in report (edit)

  Answered Closed Gary 81 views 1 comment 0 points Most recent by bmciance November 2023
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  Why do all my actual figures show as zero on the Current Budget report?

  Closed David - Church 94 views 4 comments 0 points Most recent by David - Church November 2023
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  cash on hand vs mortgage balance

  Closed arcarr 21 views 4 comments 0 points Most recent by Chris_QPW November 2023
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  Does Quicken use any hierarchy across Categories, Tags and Memos when creating reports?

  Answered ✓ Closed JFPhelan 83 views 8 comments 0 points Most recent by Chris_QPW November 2023
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  Is there a report that subtotals transactions by Tags and then by Categories?

  Answered Closed whatrb 90 views 3 comments 0 points Most recent by Jim_Harman November 2023
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  Why do Retirement Accounts Realized Gains show up in Itemized Categories Report

  Answered ✓ Closed Don32@ 84 views 4 comments 0 points Most recent by Jim_Harman November 2023
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  I can't get Quicken to show net worth of a specific set of securities.

  Answered Closed chriscray 63 views 2 comments 0 points Most recent by NotACPA November 2023
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  Change Column Size Reconciliation Report

  Closed masterharp 128 views 5 comments 4 points Most recent by masterharp November 2023
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  Spurious Transactions in Reports

  Closed Malcolm Booth 61 views 2 comments 0 points Most recent by Malcolm Booth October 2023
• 
  Tax Reports opens with wrong year

  Closed harterpk 102 views 9 comments 1 point Most recent by q_lurker October 2023
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  New report icon??

  Answered ✓ Closed Joey 61 views 2 comments 0 points Most recent by Joey October 2023
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  Merged: Is matching/filtering by memo not working in reports any more?

  nhttip 1 view 0 comments 0 points Most recent by nhttip October 2023
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  Category transaction entries that don't get printed in a report as entered

  Closed BMOv 41 views 5 comments 0 points Most recent by q_lurker October 2023
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  Is there an account information report?

  Answered Closed Dennis Mahoney 56 views 3 comments 0 points Most recent by Dennis Mahoney October 2023
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  New Report Income by security Bugged

  Closed LA83 12 views 1 comment 0 points Most recent by q_lurker October 2023
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  Using Tilde and Equal signs [when filtering a report by Memo field]

  Closed MGB 32 views 1 comment 0 points Most recent by q_lurker October 2023
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  Net Worth Report is not correct

  Closed princetonfrog 973 views 9 comments 0 points Most recent by princetonfrog October 2023
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  I want to see a line graph of the total value of my investment portfolio over time

  Answered ✓ Closed Kroth 789 views 6 comments 0 points Most recent by Jim_Harman October 2023
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  Income & Expenses

  Answered Closed Mucets 159 views 4 comments 0 points Most recent by Mucets October 2023
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  P&L Report not showing all expenses.

  Closed pnimirowski 69 views 3 comments 0 points Most recent by volvogirl October 2023
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  Date range on Investment Asset Allocation graph

  Answered Closed mhsherman461 51 views 7 comments 0 points Most recent by mhsherman461 October 2023
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  "Roth 401k transactions present" - no, they aren't

  Closed Rocket J Squirrel 31 views 1 comment 0 points Most recent by Quicken Kristina October 2023
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  Tags & Filtering w/ Tags

  Answered Closed qkn_kd 166 views 2 comments 0 points Most recent by qkn_kd October 2023
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  Is there a way to stop hidden, separate investment accounts from appearing in Net Worth Reports?

  Answered ✓ Closed SMCHome 125 views 5 comments 0 points Most recent by SMCHome October 2023
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  Quick Print of Selected Entries in a Register

  Answered Closed BRETTB 172 views 3 comments 0 points Most recent by BRETTB October 2023