Reports

Discussion List

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  Request for Income Graph to My Summary View

  Reviewed Pat Sills 21 views 1 comment 2 points Most recent by Quicken Anja July 11
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  Add CUSIP field to investment reports

  Reviewed Joey 25 views 3 comments 1 point Most recent by Joey July 3
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  Addition to “Compare to:” dropdown list

  Reviewed WTB4 5 views 0 comments 2 points Most recent by WTB4 July 3
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  Add Stock Count SubTotal to Security Reports

  Reviewed fff 21 views 2 comments 3 points Most recent by NotACPA June 20
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  Auto Reconciliation Report for Credit Cards

  Reviewed Ann Lewis 22 views 0 comments 3 points Most recent by Ann Lewis June 17
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  Time on reports

  Reviewed thomasmartick 62 views 7 comments 3 points Most recent by UserDavidC May 22
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  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
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  Report - Income by Security - Provide option to remove sold Securities

  Reviewed MesaRider 42 views 2 comments 4 points Most recent by Quicken Anja May 15
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  Retirement Preparation Report: Recurring Charges

  Reviewed TroyRad 32 views 2 comments 1 point Most recent by Chris_QPW May 14
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  Liabilities in the Net Worth Report should be Displayed in Red

  Reviewed DaveKStL 81 views 4 comments 4 points Most recent by NotACPA May 6
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  Total Portfolio Allocation

  Reviewed psolera 65 views 1 comment 2 points Most recent by Jim_Harman April 26
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  Credit Card Reconciliation Report

  Reviewed mike 99 views 7 comments 0 points Most recent by mike April 16
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  Spending Tab Income Report

  Reviewed maxwelwp 82 views 8 comments 2 points Most recent by maxwelwp April 15
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  Create custom reports

  Reviewed aimawji 51 views 1 comment 1 point Most recent by WSMOCO March 1
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  Estate Planning Account Detail Report

  Reviewed Paul Aboud 72 views 4 comments 1 point Most recent by QuickUserPSP February 26
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  View Attachments in Reports (2 Legacy Votes) (1 merged vote)

  Under Consideration Quicken Community 966 views 27 comments 50 points Most recent by tlitchfo1 February 26
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  Go to Reconcile Report after reconciling Credit Card Account

  Reviewed Sue 64 views 4 comments 3 points Most recent by Sue February 23
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  Budget Reporting - Add Column for Percentage Consumed

  Reviewed Dom1 23 views 0 comments 2 points Most recent by Dom1 February 23
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  Suggestion - Default columns setting for subreports?

  Reviewed Joseph Witkin 11 views 0 comments 1 point Most recent by Joseph Witkin February 19
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  Like to be able to modified Investment Activity Report with new categories

  Reviewed BRETTB 45 views 4 comments 1 point Most recent by BRETTB February 5
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  Credit Utilization

  Reviewed PK1 42 views 2 comments 1 point Most recent by Rocket J Squirrel January 19
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  Investment performance Report - change the return calculation so it’s accurate for short timeframes.

  Reviewed PerryB 63 views 1 comment 1 point Most recent by Jim_Harman January 13
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  Add a "Conventional Presentation" option to comparison reports

  Reviewed Bob_L 31 views 4 comments 1 point Most recent by Bob_L December 2023
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  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
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  Feedback on new R48.8 "Income by Security" report

  Reviewed mikeweberatl 595 views 26 comments 8 points Most recent by John543 December 2023
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  Option to add an Average column

  Reviewed Rob Smith 42 views 1 comment 2 points Most recent by Jim_Harman December 2023
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  Budget Report to Include Rollovers (3 legacy votes)

  Reviewed Joseph Hanna 858 views 12 comments 18 points Most recent by Quicken Jasmine December 2023
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  Enhancement Request: Report Listing Attachments

  Reviewed DDub 54 views 4 comments 2 points Most recent by DDub November 2023
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  Lifetime Planner Development Suggestion

  Reviewed QMHS 201 views 7 comments 2 points Most recent by Scooterlam November 2023
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  Feature Request: Report option to categorize by "Account intent" instead of "Account type"

  Reviewed ComicSans 22 views 2 comments 1 point Most recent by Quicken Anja November 2023