Reports (Windows)

Discussion List

• 
  How do I modify an existing report to separate 1 line into 2 AND add a new account?

  Answered Closed ejbucknell 121 views 16 comments 0 points Most recent by ejbucknell September 2023
• 
  Liabilty accounts are stuck in account balances reports and graphs

  Answered ✓ Closed wrightbg 51 views 2 comments 0 points Most recent by wrightbg September 2023
• 
  Is it possible to assign a tax schedule to 529 transfers?

  Closed Michael Rosen 41 views 1 comment 0 points Most recent by Jim_Harman September 2023
• 
  Reports using "Memo Contains"

  Answered Closed GregWh 91 views 3 comments 0 points Most recent by GregWh September 2023
• 
  split categorized paycheck transaction

  Closed ChrisRdgr 21 views 0 comments 0 points Most recent by ChrisRdgr September 2023
• 
  Report by Category - Some summarized, some itemized

  Closed Fitz87 21 views 0 comments 0 points Most recent by Fitz87 September 2023
• 
  How are qualified divdends treated in the tax planner

  Closed chazkov 132 views 2 comments 0 points Most recent by NotACPA September 2023
• 
  Tax Planner and Social Security Payments received

  Answered Closed chazkov 161 views 4 comments 0 points Most recent by chazkov September 2023
• 
  Problem with Investment Income Report

  Closed GoChill 132 views 17 comments 0 points Most recent by Phil September 2023
• 
  Reports Using the Memo Field

  Closed Wayne W. 244 views 1 comment 0 points Most recent by Jim_Harman September 2023
• 
  How can I get transfers to show up as income in the Bank Summary YTD report

  Answered Closed chazkov 52 views 5 comments 0 points Most recent by Jim_Harman September 2023
• 
  expandable/collapsible reports

  Answered ✓ Closed 343230 153 views 1 comment 1 point Most recent by Jim_Harman September 2023
• 
  Why don't distributions show in cash flow report?

  Answered ✓ Closed chazkov 71 views 1 comment 0 points Most recent by Jim_Harman September 2023
• 
  Customize Report format

  Answered ✓ Closed George Meha 81 views 6 comments 0 points Most recent by jacobs September 2023
• 
  Quicken R52.20 locks up when trying to access reports.

  Closed Brice Glende 31 views 1 comment 0 points Most recent by UKR September 2023
• 
  Merged: Report Match Criteria NOT Working

  littlebuffalo 131 views 0 comments 1 point Most recent by littlebuffalo September 2023
• 
  Investment Performance Report

  Closed brewtoo64 81 views 2 comments 0 points Most recent by Jim_Harman September 2023
• 
  Home Dashboard Portfolio

  Closed ap@ 11 views 1 comment 0 points Most recent by ap@ September 2023
• 
  Unable to reconcile Fidelity cash mgmt account

  Closed netguydave 43 views 0 comments 0 points Most recent by netguydave September 2023
• 
  Cannot get individual transaction $$ amounts to show up in report.

  Answered ✓ Closed SBJPLACE 252 views 6 comments 1 point Most recent by SBJPLACE September 2023
• 
  Cash Flow Report Totals Wrong

  Closed jim0812 31 views 4 comments 0 points Most recent by Quicken Jasmine September 2023
• 
  Can you exclude one or more accounts from standard Quicken reports?

  Closed pklehn0729 41 views 2 comments 0 points Most recent by bmciance September 2023
• 
  Is there a way to export a report to Excel and keep the bold formatting for total rows?

  Closed Goes211 81 views 4 comments 0 points Most recent by Goes211 September 2023
• 
  Where are the data for Emergency Records Organizer and Address Book stored?

  Closed leishirsute 31 views 1 comment 1 point Most recent by splasher September 2023
• 
  Investment Performance Report with "No Security (includes Cash)" selected

  Closed q_lurker 92 views 6 comments 3 points Most recent by Jim_Harman September 2023
• 
  Incorrect avg annual return % in Performance reports

  Answered Closed Rick B 201 views 9 comments 0 points Most recent by Quicken Kristina September 2023
• 
  Is there a way to always see the main memo on reports when splits are used?

  Answered Closed Ducksoup_SD 111 views 7 comments 0 points Most recent by NotACPA September 2023
• 
  Changing account listing

  Answered Closed aLfGordon 191 views 16 comments 0 points Most recent by aLfGordon September 2023
• 
  I cannot recategorize or retag transactions from report

  Closed ks426 172 views 3 comments 0 points Most recent by mshiggins September 2023
• 
  How to show extra payments on credit card in report( not current month payment of charges on card)

  Answered Closed FreddieSunshine 41 views 1 comment 0 points Most recent by Jim_Harman September 2023