Reports

Discussion List

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  Add an Interval button to the Portfolio Value report for Mac [Edited]

  Reviewed Paul19 31 views 2 comments 4 points Most recent by Quicken Levetta September 27
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  1

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  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 165 views 6 comments 1 point Most recent by Quicken Levetta September 24
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  4

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  Add comparison of two dates to Portfolio Value report [Edited]

  Reviewed Gilles9 81 views 2 comments 4 points Most recent by Quicken Anja September 23
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  1

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  REAL Expense Reports - New Feature Request

  Reviewed Closed Kenneth Adams 142 views 7 comments 1 point Most recent by Quicken Levetta September 20
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  19

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  Standardize inclusion of Memo/Notes column in reports (Q Mac)

  Reviewed jacobs 331 views 14 comments 19 points Most recent by jacobs September 7
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  2
  Allow cash flow reports to include account transfers from select brokerage and other accounts

  Already Offered RobR56 25 views 1 comment 2 points Most recent by jacobs September 1
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  Earliest to Date & Custom to Date (Q Mac)

  Reviewed boazamr 47 views 1 comment 1 point Most recent by jacobs August 31
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  Add Bar Charts to Income x Expenses [Edited]

  Reviewed boazamr 48 views 1 comment 3 points Most recent by NotACPA August 29
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  Add Prompt to add new categories, tags, accounts, securities. to reports

  Reviewed smayer97 79 views 3 comments 5 points Most recent by Chris_QPW August 18
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  Add "Securities" option in Net Worth report customization

  Reviewed barryi 45 views 0 comments 4 points Started by barryi August 18
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  26

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  Quicken Mac produce a report on CD maturity dates

  Reviewed Garry@ 1.3K views 35 comments 26 points Most recent by jacobs August 10
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  3

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  Add "Fixed" attribute to Category for Discretionary / Non-Discretionary Reporting

  Reviewed Verbeck1 25 views 1 comment 3 points Most recent by Sabrina G July 17
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  Bulk printing or saving of all attachments from multiple transactions (Q Mac)

  Reviewed tcerveris 1.1K views 14 comments 25 points Most recent by Steve bens July 12
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  43
  Add ability to save and re-use customized date ranges (6 Legacy Votes, 25 Merged Votes)

  Planned smayer97 1.2K views 47 comments 43 points Most recent by Chuck56 June 18
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  Smarter Reporting With Tags

  Reviewed belvis 43 views 2 comments 2 points Most recent by jacobs June 18
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  36
  Need account register report (and export) without split detail

  Planned jacobs 1.7K views 34 comments 36 points Most recent by Quicken Anja June 17
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  Add Ability to Include $0 (zero) Transactions in Reports in Quicken for mac (12 Legacy Votes)

  Reviewed smayer97 224 views 6 comments 5 points Most recent by NotACPA June 15
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  202

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  Budget Rollover Report (46 Legacy Votes, +4 Merged Votes)

  Under Consideration Joseph Hanna 4.8K views 112 comments 202 points Most recent by clement@pobox.com May 20
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  2

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  Hidden, no longer used categories showing in reports

  Reviewed TJennings 148 views 7 comments 2 points Most recent by Jon May 12
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  Add Investment Transaction report(s)? (Q Mac)

  Reviewed SVanDee 43 views 3 comments 2 points Most recent by SVanDee April 30
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  11

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  custom graph / report on dashboard

  Reviewed rdt1 223 views 6 comments 11 points Most recent by jacobs April 25
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  12

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  Please: no report should default to "All Dates" - Default to "This Year" or "YTD" (Q Mac)

  Reviewed MontanaKarl 518 views 17 comments 12 points Most recent by MontanaKarl March 31
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  Allow customizing Categories in Home Dashboard Income & Expense card [edited]

  Reviewed Jeff76 60 views 2 comments 4 points Most recent by jacobs March 31
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  34

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  Add Report Formatting Options to Quicken for Mac (137 Legacy Votes) (+1 Merged Vote)

  Under Consideration smayer97 1.3K views 41 comments 34 points Most recent by graepers March 25
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  Report Colors (Q Mac)

  Under Consideration Donald E. Kaye 552 views 18 comments 33 points Most recent by Quicken Anja February 12
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  23

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  Credit Card Utilization Displayed In Account Summary Report (+14 Merged Votes)

  Under Consideration wood.brandon88 587 views 11 comments 23 points Most recent by kelleycm December 2025
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  Reports in the same currency (+1 Merged) (Q Mac)

  Planned jaser58 1.2K views 26 comments 37 points Most recent by MontanaKarl March 2025
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  117
  Can I get a pie chart or bar graph alongside a custom summary report? (Q Mac) (7 Merged Votes)

  Planned goodnessd 3.8K views 71 comments 117 points Most recent by Jeff76 December 2024
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  Feature Request: Change Text Size in Printed Reports (Q Mac)

  Reviewed gcvsea 394 views 8 comments 18 points Most recent by Quicken Kristina December 2023
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  Need option for Transaction reports without splits (Q Mac)

  Reviewed jacobs 266 views 9 comments 11 points Most recent by MauryJ November 2023