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Does the Deluxe version of Canadian Quicken print expense reports and categorize?

I have home & business and want to downgrade to save money. Not sure if it has the feature to show a report of itemized categories (I used to use profit and loss business report) but it is almost the same thing right? Also Deluxe does not have capital gains report but can you see any investment reports at all? And finally Deluxe allows you to categorize expenses (really the most important feature I need) Thanks.

Comments

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    See this thread.  It is for the US version, but I think it should apply to the Canadian version too.

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    (I'm always using the latest Quicken Windows Premier subscription version)
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  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    While not using the Canadian version, you will find that Deluxe does contain all of the functionality and reporting you are looking for. All versions contain the same basic structure, H&B simply contains everything. Deluxe has robust investment reporting and should run the very same reports you may have customized to your liking. The only thing Deluxe does not have is the H&B reporting and invoicing.
     user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 20H2
  • Thank you.
    I think also H&B has capital gains & cost basis report and Deluxe does not?
    I saw that listed as a non feature for Deluxe: "Track cost basis and create capital gain/loss reports"
    But I am not sure exactly as I currently have H&B and want to downgrade.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    The Deluxe version certainly does have the Capital Gains report.

    I assume you are referring to this on the Canadian website:

    And here is the equivalent on the US site.

    This is mostly marketing double talk.  Between the reports and what you can put on the Home screen you can certainly use the Deluxe version for all your investment needs.  The Premier (US) and the H&B (Canadian) just adds some bells and whistles to the investment reporting, nothing that for instance that would stop you from doing your taxes.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Also I can confirm that you can see even H&B reports (profit & loss, cost basis) when you downgrade to Deluxe if you had already created these reports before in your custom report toolbar!
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