Reports

Discussion List

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  23

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

  Reviewed tcerveris 933 views 14 comments 23 points Most recent by Steve bens July 12
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  2

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  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 34 views 2 comments 2 points Most recent by jacobs July 11
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  3

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

  Reviewed Paul19 28 views 1 comment 3 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 851 views 47 comments 43 points Most recent by Chuck56 June 18
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  2

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  Smarter Reporting With Tags

  Reviewed belvis 38 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 1.5K views 34 comments 36 points Most recent by Quicken Anja June 17
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  5

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  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
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  1

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

  Reviewed Verbeck1 8 views 0 comments 1 point Started by Verbeck1 June 6
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  202

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  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
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  2

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  Hidden, no longer used categories showing in reports

  TJennings 81 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 36 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 171 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 66 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 354 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 35 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 1.1K views 41 comments 34 points Most recent by graepers March 25
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  1

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  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
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  1

  Up
  REAL Expense Reports - New Feature Request

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

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  New "Portfolio value" Report (Q Mac)

  New Gilles9 37 views 0 comments 3 points Most recent by Gilles9 March 2
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  3

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  Need a way to customize the "Accounts Summary" report

  Reviewed startzell 29 views 1 comment 3 points Most recent by jacobs February 19
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  24

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  Quicken Mac produce a report on CD maturity dates

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

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  Report Colors (Q Mac)

  Reviewed Donald E. Kaye 380 views 18 comments 28 points Most recent by Quicken Anja February 12
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  3

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  Graph for Net Worth By Year

  Reviewed Herb A 18 views 1 comment 3 points Most recent by jacobs January 24
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  1

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  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
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  1

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  Net Worth Categories - add configuration options [Edited]

  Reviewed TJReader 17 views 1 comment 1 point Most recent by jacobs January 16
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  14

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

  Reviewed jacobs 136 views 6 comments 14 points Most recent by jacobs January 13
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  21

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

  Under Consideration wood.brandon88 485 views 11 comments 21 points Most recent by kelleycm December 2025
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  2

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  Comparison Report for Net Worth with $ and % diff.

  Reviewed fcraigs1 15 views 1 comment 2 points Most recent by jacobs December 2025
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  4

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  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
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  4

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  Budget Comparison Report

  Reviewed alaria10 15 views 1 comment 4 points Most recent by doug kittredge December 2025