I'm attempting to make a report for a specific date, like the accounts summary, but with custom accounts and categories, but I can't figure out how. For example, I want a snapshot as of 12/31 for certain years. I can't customize the built-in Accounts Summary report either. I would appreciate any hints for how to accomplish this. In older versions of quicken, we could make a report for a specific date. Now all the choices give me a date range, which is not what I want. I'm using the latest version for Mac (5.13.2).
0