Select number of periods (Days/Weeks/Qtrs) to a specified date?

rbw1
rbw1 Member
edited November 2019 in Reports (Windows)
Is there a way to add a time period selection for reports that allows for a certain number of periods? A selection offering the choice of "For the past [xxx] of [yyy] to [zzz]", where xxx is a number, yyy is type of period (weeks, months, quarters) and zzz is the ending date would be valuable, and offer flexibility not currently available in Quicken.

This functionality would be useful, for example, if I wanted to see the change in my net worth for the past 13 weeks, by week, or see a rolling four-quarter review of assets. While partly achievable with existing choices, a number/periods/end date selection would make it much easier.

[Thanks to Jim Harman for pointing out the right location to post this idea.]
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  • UKR
    UKR SuperUser ✭✭✭✭✭
    Some reports already have this capability.
    Take, for example, the Cash Flow report.
    I changed the default settings Date range to Last year and Column to Quarter. This results in 4 columns, one for each of last year's quarters, plus a Total for the year.
    The same customization process, applied to the Net Worth report's Date Range and Interval selections will give you the same results.