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How to generate a Net worth over time in Quicken for MAC 2020?

jlz438

This used to so easy in earlier Windows versions. The MAC versions I've been using for the past 2 years are inferior. There must be a way to generate this basic report.

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John_in_NC

Image: https://us.v-cdn.net/6031128/uploads/editor/fs/qryhrlzi46bw.png

Adjust parameters as needed. The totals will be monthly.

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John_in_NC

Adjust parameters as needed. The totals will be monthly.

jlz438

Thanks but this doesn't do it. This gives a report for a month. How to do it for several years or even just the past 12 months.

jlz438

OKAY - - Thanks. I DID NOT SEE WHERE TO CUSTOMIZE IT. DUH!

John_in_NC

Adjust the parameters (filters) by clicking Customize at the upper right.

It will still be monthly totals, but you span several years if needed: