Reports

Discussion List

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

  Reviewed tunesmithers 13 views 1 comment 1 point Most recent by Quicken Levetta September 2
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  2
  Allow cash flow reports to include account transfers from select brokerage and other accounts

  Already Offered RobR56 11 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 34 views 1 comment 1 point Most recent by jacobs August 31
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  3

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  Add Bar Charts to Income x Expenses [Edited]

  Reviewed boazamr 31 views 1 comment 3 points Most recent by NotACPA August 29
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  Add comparison of two dates to Portfolio Value report [Edited]

  Reviewed Gilles9 51 views 1 comment 4 points Most recent by jacobs August 25
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  4

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

  Reviewed startzell 51 views 2 comments 4 points Most recent by Quicken Alyssa August 19
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  Add Prompt to add new categories, tags, accounts, securities. to reports

  Reviewed smayer97 60 views 3 comments 5 points Most recent by Chris_QPW August 18
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  4

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  Add "Securities" option in Net Worth report customization

  Reviewed barryi 30 views 0 comments 4 points Started by barryi August 18
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  26

  Up
  Quicken Mac produce a report on CD maturity dates

  Reviewed Garry@ 1.1K views 35 comments 26 points Most recent by jacobs August 10
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  18

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

  Reviewed jacobs 216 views 11 comments 18 points Most recent by sddouglass August 4
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  3

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

  Reviewed Verbeck1 12 views 1 comment 3 points Most recent by Sabrina G July 17
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  25

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

  Reviewed tcerveris 1K views 14 comments 25 points Most recent by Steve bens July 12
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  Add an Interval button to the Portfolio Value report for Mac [Edited]

  Reviewed Paul19 21 views 1 comment 4 points Most recent by bkinva June 18
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  43
  Add ability to save and re-use customized date ranges (6 Legacy Votes, 25 Merged Votes)

  Planned smayer97 951 views 47 comments 43 points Most recent by Chuck56 June 18
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  Smarter Reporting With Tags

  Reviewed belvis 41 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 1.6K 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 192 views 6 comments 5 points Most recent by NotACPA June 15
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  202

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

  Under Consideration Joseph Hanna 4.4K 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

  TJennings 114 views 7 comments 2 points Most recent by Jon May 12
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  2

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

  Reviewed SVanDee 31 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 191 views 6 comments 11 points Most recent by jacobs April 25
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  1

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

  Reviewed barryi 91 views 5 comments 1 point Most recent by barryi April 23
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  11

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

  Reviewed MontanaKarl 391 views 17 comments 11 points Most recent by MontanaKarl March 31
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  4

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

  Reviewed Jeff76 41 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 1.2K views 41 comments 34 points Most recent by graepers March 25
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  1

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  REAL Expense Reports - New Feature Request

  Reviewed Kenneth Adams 78 views 6 comments 1 point Most recent by jacobs March 5
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  33

  Up
  Report Colors (Q Mac)

  Under Consideration Donald E. Kaye 442 views 18 comments 33 points Most recent by Quicken Anja February 12
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  22

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

  Under Consideration wood.brandon88 522 views 11 comments 22 points Most recent by kelleycm December 2025
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  37
  Reports in the same currency (+1 Merged) (Q Mac)

  Planned jaser58 1K 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 3.6K views 71 comments 117 points Most recent by Jeff76 December 2024