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Account Summary Report with the Account Details

CowboyNav

Can a Report be added to generate a Summary list of Account Details for Banking and Investing Accounts that includes the Account Number?

The Report would be an awesome addition to the program as well as a valuable executor tool.

The Emergency Organizer add-on was a good idea/concept, but having to manually update the information that is from Quicken is a painful and might as well be categorized under "Pencil and Paper" Caveman days.

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Planning Tools

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Comments

q_lurker

Ctrl-A for the Account List
Options -- Include additional info when printing
Print via Printer icon (Landscape Mode; preview first)

Sherlock

You may want to consider printing the Account List: press Ctrl + A, check Options > Include additional information when printing, and press Ctrl + P.

From the Print window, we are able to preview, print to paper and PDF files, and export to text and spreadsheets compatible files.