Reports

Discussion List

• 
  3

  Up
  Report - Generate and Export Multiple Reports

  Reviewed ap@ 19 views 0 comments 3 points Started by ap@ August 22
• 
  1

  Up
  Dashboard consistency

  Reviewed ap@ 12 views 0 comments 1 point Started by ap@ August 22
• 
  1

  Up
  Combination report for easy export of data

  Reviewed dblar 33 views 0 comments 1 point Started by dblar August 2
• 
  4

  Up
  Re-save Report in the folder in which it was opened

  Reviewed Joseph Witkin 11 views 0 comments 4 points Started by Joseph Witkin July 31
• 
  1

  Up
  Enhance Account List and Account Balances report

  Reviewed acnewcomb 47 views 1 comment 1 point Most recent by mshiggins July 15
• 
  2

  Up
  Add Include Reminders Option in Reports

  Reviewed JLP1976 14 views 0 comments 2 points Most recent by JLP1976 July 12
• 
  2

  Up
  Request for Income Graph to My Summary View

  Reviewed Pat Sills 21 views 1 comment 2 points Most recent by Quicken Anja July 11
• 
  1

  Up
  Add CUSIP field to investment reports

  Reviewed Joey 25 views 3 comments 1 point Most recent by Joey July 3
• 
  2

  Up
  Addition to “Compare to:” dropdown list

  Reviewed WTB4 1 view 0 comments 2 points Most recent by WTB4 July 3
• 
  3

  Up
  Add Stock Count SubTotal to Security Reports

  Reviewed fff 21 views 2 comments 3 points Most recent by NotACPA June 20
• 
  3

  Up
  Auto Reconciliation Report for Credit Cards

  Reviewed Ann Lewis 23 views 0 comments 3 points Most recent by Ann Lewis June 17
• 
  3

  Up
  Time on reports

  Reviewed thomasmartick 62 views 7 comments 3 points Most recent by UserDavidC May 22
• 
  3

  Up
  Income by Security report - show basis of each security and compute % by that [Edited]

  Reviewed wtsmith71 52 views 4 comments 3 points Most recent by Jim_Harman May 20
• 
  4

  Up
  Report - Income by Security - Provide option to remove sold Securities

  Reviewed MesaRider 44 views 2 comments 4 points Most recent by Quicken Anja May 15
• 
  1

  Up
  Retirement Preparation Report: Recurring Charges

  Reviewed TroyRad 33 views 2 comments 1 point Most recent by Chris_QPW May 14
• 
  4

  Up
  Liabilities in the Net Worth Report should be Displayed in Red

  Reviewed DaveKStL 84 views 4 comments 4 points Most recent by NotACPA May 6
• 
  2

  Up
  Total Portfolio Allocation

  Reviewed psolera 67 views 1 comment 2 points Most recent by Jim_Harman April 26
• 
  0

  Up
  Credit Card Reconciliation Report

  Reviewed mike 102 views 7 comments 0 points Most recent by mike April 16
• 
  2

  Up
  Spending Tab Income Report

  Reviewed maxwelwp 82 views 8 comments 2 points Most recent by maxwelwp April 15
• 
  1

  Up
  Create custom reports

  Reviewed aimawji 55 views 1 comment 1 point Most recent by WSMOCO March 1
• 
  1

  Up
  Estate Planning Account Detail Report

  Reviewed Paul Aboud 71 views 4 comments 1 point Most recent by QuickUserPSP February 26
• 
  50

  Up
  View Attachments in Reports (2 Legacy Votes) (1 merged vote)

  Under Consideration Quicken Community 968 views 27 comments 50 points Most recent by tlitchfo1 February 26
• 
  3

  Up
  Go to Reconcile Report after reconciling Credit Card Account

  Reviewed Sue 61 views 4 comments 3 points Most recent by Sue February 23
• 
  2

  Up
  Budget Reporting - Add Column for Percentage Consumed

  Reviewed Dom1 24 views 0 comments 2 points Most recent by Dom1 February 23
• 
  1

  Up
  Suggestion - Default columns setting for subreports?

  Reviewed Joseph Witkin 12 views 0 comments 1 point Most recent by Joseph Witkin February 19
• 
  1

  Up
  Like to be able to modified Investment Activity Report with new categories

  Reviewed BRETTB 41 views 4 comments 1 point Most recent by BRETTB February 5
• 
  1

  Up
  Credit Utilization

  Reviewed PK1 43 views 2 comments 1 point Most recent by Rocket J Squirrel January 19
• 
  1

  Up
  Investment performance Report - change the return calculation so it’s accurate for short timeframes.

  Reviewed PerryB 65 views 1 comment 1 point Most recent by Jim_Harman January 13
• 
  1

  Up
  Add a "Conventional Presentation" option to comparison reports

  Reviewed Bob_L 31 views 4 comments 1 point Most recent by Bob_L December 2023
• 
  1

  Up
  Retain Column Spacing and option to fit all columns on a single landscape page.

  Reviewed Edward Lewit 31 views 0 comments 1 point Most recent by Edward Lewit December 2023