Reports

Discussion List

• 
  2

  Up
  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 33 views 2 comments 2 points Most recent by jacobs July 11
• 
  3

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

  Reviewed Paul19 27 views 1 comment 3 points Most recent by bkinva June 18
• 
  43
  Add ability to save and re-use customized date ranges (6 Legacy Votes, 25 Merged Votes)

  Planned smayer97 848 views 47 comments 43 points Most recent by Chuck56 June 18
• 
  2

  Up
  Smarter Reporting With Tags

  Reviewed belvis 35 views 2 comments 2 points Most recent by jacobs June 18
• 
  36
  Need account register report (and export) without split detail

  Planned jacobs 1.5K views 34 comments 36 points Most recent by Quicken Anja June 17
• 
  5

  Up
  Add Ability to Include $0 (zero) Transactions in Reports in Quicken for mac (12 Legacy Votes)

  Reviewed smayer97 174 views 6 comments 5 points Most recent by NotACPA June 15
• 
  1

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

  Reviewed Verbeck1 7 views 0 comments 1 point Started by Verbeck1 June 6
• 
  202

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

  Under Consideration Joseph Hanna 4.1K views 112 comments 202 points Most recent by clement@pobox.com May 20
• 
  2

  Up
  Hidden, no longer used categories showing in reports

  TJennings 80 views 7 comments 2 points Most recent by Jon May 12
• 
  2

  Up
  Add Investment Transaction report(s)? (Q Mac)

  Reviewed SVanDee 36 views 3 comments 2 points Most recent by SVanDee April 30
• 
  11

  Up
  custom graph / report on dashboard

  Reviewed rdt1 171 views 6 comments 11 points Most recent by jacobs April 25
• 
  1

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

  Reviewed barryi 66 views 5 comments 1 point Most recent by barryi April 23
• 
  11

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

  Reviewed MontanaKarl 351 views 17 comments 11 points Most recent by MontanaKarl March 31
• 
  4

  Up
  Allow customizing Categories in Home Dashboard Income & Expense card [edited]

  Reviewed Jeff76 35 views 2 comments 4 points Most recent by jacobs March 31
• 
  34

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

  Under Consideration smayer97 1.1K views 41 comments 34 points Most recent by graepers March 25
• 
  1

  Up
  Allow details in Account Settings to be included in a report - notes, description, etc

  Reviewed tunesmithers 6 views 0 comments 1 point Most recent by tunesmithers March 6
• 
  1

  Up
  REAL Expense Reports - New Feature Request

  Reviewed Kenneth Adams 60 views 6 comments 1 point Most recent by jacobs March 5
• 
  3

  Up
  New "Portfolio value" Report (Q Mac)

  New Gilles9 35 views 0 comments 3 points Most recent by Gilles9 March 2
• 
  3

  Up
  Need a way to customize the "Accounts Summary" report

  Reviewed startzell 28 views 1 comment 3 points Most recent by jacobs February 19
• 
  21

  Up
  Bulk printing or saving of all attachments from multiple transactions (Q Mac)

  Reviewed tcerveris 921 views 13 comments 21 points Most recent by Austin@ February 13
• 
  24

  Up
  Quicken Mac produce a report on CD maturity dates

  Reviewed Garry@ 1K views 32 comments 24 points Most recent by Gary Virshup February 12
• 
  28

  Up
  Report Colors (Q Mac)

  Reviewed Donald E. Kaye 378 views 18 comments 28 points Most recent by Quicken Anja February 12
• 
  3

  Up
  Graph for Net Worth By Year

  Reviewed Herb A 17 views 1 comment 3 points Most recent by jacobs January 24
• 
  1

  Up
  Add option to automatically exclude zero dollar accounts to all reports [Edited] (Q Mac)

  Reviewed TJReader 18 views 2 comments 1 point Most recent by Frank O'Neil January 22
• 
  1

  Up
  Net Worth Categories - add configuration options [Edited]

  Reviewed TJReader 16 views 1 comment 1 point Most recent by jacobs January 16
• 
  14

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

  Reviewed jacobs 135 views 6 comments 14 points Most recent by jacobs January 13
• 
  21

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

  Under Consideration wood.brandon88 484 views 11 comments 21 points Most recent by kelleycm December 2025
• 
  2

  Up
  Comparison Report for Net Worth with $ and % diff.

  Reviewed fcraigs1 14 views 1 comment 2 points Most recent by jacobs December 2025
• 
  4

  Up
  Add Report Export to Excel file option (better than just CSV)

  Reviewed gsdubz 39 views 3 comments 4 points Most recent by gsdubz December 2025
• 
  4

  Up
  Budget Comparison Report

  Reviewed alaria10 14 views 1 comment 4 points Most recent by doug kittredge December 2025