Reports (Windows)

Discussion List

• 
  Tax Report

  Closed System 21 views 2 comments 0 points Most recent by Jim_Harman January 2022
• 
  Export Report to Excel or Text file

  Answered ✓ Closed Steven Beckett 102 views 4 comments 0 points Most recent by Quicken Paloma January 2022
• 
  New Chase investment account does not show cost basis

  Answered Closed @870NorthSt 53 views 5 comments 0 points Most recent by Ps56k2 January 2022
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  What are the plans for the new dashboard?

  Closed wiserunner615 61 views 2 comments 0 points Most recent by Chris_QPW January 2022
• 
  Customized Net Worth Report - Category Selection?

  Answered Closed jimshu1 32 views 3 comments 0 points Most recent by jimshu1 January 2022
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  Searching (Find) within a SINGLE Investment Account

  Answered ✓ Closed Ron n Round Rock 181 views 7 comments 0 points Most recent by q_lurker January 2022
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  Net Worth Report A Mess - from Dashboard View

  Answered ✓ Closed anthonylorenzo 141 views 14 comments 0 points Most recent by anthonylorenzo January 2022
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  Info from Closed Accounts not Showing Up in Reports

  Closed System 71 views 4 comments 0 points Most recent by LarryZ January 2022
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  Current Spending vs. Average Spending by Category Report Error

  Closed Quickly 21 views 1 comment 1 point Most recent by Sherlock January 2022
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  How do I set up a Cash Flow report to include Transactions to an Other Liab or Other Asset Account?

  Answered ✓ Closed evilwargs 82 views 2 comments 0 points Most recent by evilwargs January 2022
• 
  When expanded Expense report shows transfers as well as expenses

  Closed Smokeyham 41 views 0 comments 0 points Most recent by Smokeyham January 2022
• 
  Schedule C not including all business income

  Answered Closed ValerieK 251 views 14 comments 0 points Most recent by ValerieK January 2022
• 
  Net Worth Report Missing info

  Closed EBG 551 views 13 comments 1 point Most recent by VaChris January 2022
• 
  Schwab fiasco

  Closed Suegrose 133 views 1 comment 0 points Most recent by woppenhe January 2022
• 
  Spending by Account

  Closed pmarker 141 views 3 comments 0 points Most recent by Jim_Harman January 2022
• 
  Quick Standard Tax Summary Report does not show columns during customize

  Answered Closed leishirsute 31 views 7 comments 0 points Most recent by leishirsute January 2022
• 
  Cash Flow and Banking summary

  Answered Closed mallainjohn 11 views 1 comment 0 points Most recent by Jim_Harman January 2022
• 
  We use Quicken for our small church. How do I prepare the annual contribution statements?

  Answered ✓ Closed Calvary Apostolic 211 views 1 comment 0 points Most recent by q_lurker January 2022
• 
  Home Dashboard Portfolio Value - Select Accounts to Include Setting [Edited]

  Closed Allen102 51 views 0 comments 1 point Most recent by Allen102 January 2022
• 
  Auto loan monthly payments & final payoff vs Expenses Total for the year.

  Answered Closed N+13 152 views 5 comments 0 points Most recent by N+13 January 2022
• 
  Incorrect Net Worth report

  Closed jwsjlawson 463 views 5 comments 0 points Most recent by Jim_Harman January 2022
• 
  In Networth report one investmentt value is over valued.

  Answered Closed dean block 11 views 1 comment 0 points Most recent by Sherlock January 2022
• 
  Split category transaction not splitting

  Answered ✓ Closed hoffmandh 211 views 3 comments 0 points Most recent by hoffmandh January 2022
• 
  Weird error in cash flow totals

  Answered Closed jgackson 41 views 7 comments 0 points Most recent by Jim_Harman January 2022
• 
  Quicken will not save changes to categories and accounts in Historical Budget Report

  Answered Closed crschneiderjr 183 views 4 comments 0 points Most recent by bmciance January 2022
• 
  During balancing I omitted a couple of transactions.

  Answered Closed Duckman 61 views 6 comments 0 points Most recent by Duckman January 2022
• 
  How do you get a Quicken tech to call you back, like he promised to do?

  Answered Closed Penny J 31 views 2 comments 0 points Most recent by dormanii January 2022
• 
  Launch non-Quicken document from toolbar ?

  Closed Peter Goergen 52 views 1 comment 0 points Most recent by Greg_the_Geek January 2022
• 
  Easy Answer Report - how to change defaults

  Answered ✓ Closed budmallar 231 views 7 comments 0 points Most recent by q_lurker January 2022
• 
  Can no longer print Quicken reports to a PDF

  Closed Barry Jedrick 681 views 2 comments 0 points Most recent by Chris_QPW January 2022