How do I produce a report showing the end of month balance of a bank account or credit card

Warren119

I would like to produce a report of my credit card balance at the end of each month in a table and also in a graph, covering a 3 year period.

Jim_Harman

There are a few ways to do this but here is one:

Select the account
Click on the gear at the top right and select Account Overview
Click on Net Worth Summary Report
Set the date range and interval
Click on the Show/Hide buttons to show both the graph and the report

In some versions of Quicken there were problems with this report when there were split transactions in the account, but it is working correctly now in QWin Subscription.

Jim_Harman

There are a few ways to do this but here is one:

Select the account
Click on the gear at the top right and select Account Overview
Click on Net Worth Summary Report
Set the date range and interval
Click on the Show/Hide buttons to show both the graph and the report

In some versions of Quicken there were problems with this report when there were split transactions in the account, but it is working correctly now in QWin Subscription.

Warren119

Thanks, that works. The report is horizontal. Do you know how to make it a vertical column ?

Jim_Harman

I think you would have to export the report data to Excel and manipulate it there to produce a report with the dates in a column.