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Financial Institution or Account Contact Name Report/Filters

Right now I have multiple different reports filtered by accounts so that I can see the total amounts I have at the specific Financial Institution. With a lot of different Financial Institutions, that's a lot of reports.

I wish Quicken would allow me to do report filters using the account's Financial Institution or the account's Contact Name. That way I can have one report showing the total balances for all the accounts at each Financial Institution/Contact Name.
1 votes

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Sounds like you want a subtotal or grouping, not a filter, which would be used fpr selecting FIs.
    QWin Premier subscription
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