Add Account Info to Account Balances Report

emillman
emillman Member
edited September 2020 in Reports (Windows)
Feature request 1: It would be nice if account information such as account number, notes could be added as columns to the 'Account Balances' report. For example, instead of just listing the account and balance, list the account, account number, balance.

Feature request 2: Add a "who owns this account" to the Account Details screen (and add this info to Account Balances report as well). This makes it easier to identify joint accounts, spouse only accounts, etc
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  • Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

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  • Doug J
    Doug J Member
    :) Agreed. Would be good to put in trust or will for completeness.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited September 2021
    At one time Quicken had an "Emergency Records Organizer" which showed the details of all your accounts, among other things. This was a separate application with links to the Quicken database, but was abandoned several years ago.

    Maybe the ERO could be resurrected, or there could be an integrated "Account Overview Report" that would show the account numbers and other details plus the current balances for all or selected accounts.
    QWin Premier subscription
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    At one time Quicken had an "Emergency Records Organizer" which showed the details of all your accounts, among other things. This was a separate application with links to the Quicken database, but was abandoned several years ago.

    Maybe the ERO could be resurrected, or there could be an integrated "Account Overview Report" that would show the account numbers and other details plus the current balances for all or selected accounts.
    There were two of these Emergency Records Organizers.  A full separate one, which is no longer supported.  And another one "built-in" to Quicken which is still there (but barely working, and hasn't been updated in years).  If you turn on Classic Menus (View -> Classic Menus) you will find it under Property & Debt.
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