Provide comprehensive loan reports

leishirsute

It's so strange that Quicken offers no reporting of loans in the Reports section.
A small window loan payment schedule can be displayed and printed in the loan account but that window forces either the monthly payment or running balance to display - not both.
Why not both?  There's plenty of column space in a report for both types of data.
Ideally Quicken would offer some canned loan reporting in the Reports section.

Qckn User

Please allow a consolidated loan report that includes both monthly payment and running balance. Currently, 2 separate reports need to be created just because monthly payment and current balance are not included in the same report. Please put these to columns on the same report so that multiple reports are not required.

mshiggins

If you combine @leishirsute suggestion with this suggestion about being able to see how much interest paying additional principal on your loan has already saved you, it would be a very useful report:

https://community.quicken.com/discussion/7890004/track-how-much-you-already-saved-by-paying-extra-on-loans

I have been tracking the payment details, running balances, and interest savings from paying additional principal on my mortgage with an Excel spreadsheet. A combined report showing these details would enable me to retire the Excel spreadsheet. 

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

leishirsute

Look at the above comments explaining how this idea would be beneficial.  The explanation was given when the idea was submitted.

Quicken Anja

Hello @leishirsute,

Thank you for your feedback.

The purpose of my previous comment is to bump the idea to recent discussions to gain visibility. In turn, we hope to gain more votes and input from other users who have not voted or commented yet. This will help us determine whether or not this Idea should be archived in the future. We do this periodically with several different ideas from time to time.

Hope this clarifies things for you! Thank you.

leishirsute

Thank you for helping to make it a recent discussion.

fdragan

This idea doesn't seem like a hot issue, but I will add my vote. I would appreciate loan reports, at a minimum subtotaled by tag.

Maybe not enough people know 9 student loans at once is easily possible, with 2 kids in college at the same time. Not being able to see the data for all of them at once (balance, interest rate, payoff date, monthly payment, etc) definitely feels like an oversight.

UKR

fdragan said:

This idea doesn't seem like a hot issue, but I will add my vote. I would appreciate loan reports, at a minimum subtotaled by tag.

Maybe not enough people know 9 student loans at once is easily possible, with 2 kids in college at the same time. Not being able to see the data for all of them at once (balance, interest rate, payoff date, monthly payment, etc) definitely feels like an oversight.

If available at your Quicken feature level, please don't forget to look at the Debt views available under the Property & Debt tab.

Similar views are available under the Home tab, customizing the My Money view or adding your own (non-Dashboard) Classic view page.