net worth by assets and liabilities under HOME tab cannot change reporting interval

dave hulett

Under the HOME tab I have added the "Net Worth by Assets and Liabilities" report. The report always comes up in a month by month view. If you click on "customize" there is no option to change the interval. I can click on NET WORTH SUMMARY REPORT and it comes up the same way. I change it to view by year and save it, but it makes no difference. From the HOME page it comes up month to month every time.

mshiggins

The Home page's Net Worth by Assets and Liabilities snapshot is a simplified version of the full Net Worth Summary report. The snapshot does not have the option to select the interval.

You'll need to use the full Net Worth Summary report if you want to see your Net Worth by anything other than the monthly interval. 

If you feel the snapshotshould have additional customization options, you can post an idea post to suggest the additional options you would like to see. 

mshiggins

The Home page's Net Worth by Assets and Liabilities snapshot is a simplified version of the full Net Worth Summary report. The snapshot does not have the option to select the interval.

You'll need to use the full Net Worth Summary report if you want to see your Net Worth by anything other than the monthly interval. 

If you feel the snapshotshould have additional customization options, you can post an idea post to suggest the additional options you would like to see. 

dave hulett

knew all that. they need to fix it. fixed built in reports are rarely usefull

Jim_Harman

If you would like the developers to see your idea/request, you should post it here
https://community.quicken.com/categories/reports-%28windows%29

or vote on an existing related idea.

NotACPA

dave hulett said:

knew all that. they need to fix it. fixed built in reports are rarely usefull

It's NOT a "fixed build in report" ... its a snapshot. And it's VERY useful for what it is supposed to be.