Accounts Summary

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Pennsywoody
Pennsywoody Member ✭✭
in Reports (Mac)
I am trying to print "Accounts Summary" for last Quarter. I have chosen "CUSTOMIZE" and modified by choosing last quarter, but report only shows account summary to date (October 8) and report does not show the summary to last quarter. Has anyone experienced this issue and have a solution?

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  • John_M
    John_M Quicken Mac Subscription Member ✭✭✭✭
    Accounts Summary is one of the old reports. You can tell that it is an old report, because the icon to the left of it has a grey box. The old reports do not have the same functionality as the new ones (which have a colored icon to their left in the listing). As you have discovered, this old report cannot be customized by date.

    Your best bet to get the same information (but not in the same format) would be to use one of the new Net Worth reports. Those can be customized by date.
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