How do I create a standard balance sheet?

How do I create a standard balance sheet? There are reports for account balances, which give you limited reports on bank, brokerage, mortgage accounts, but how to get a full balance sheet?

Best Answer


  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    If by "standard balance sheet" you mean the form that's presented in business annual reports ... then you can't do that in Quicken.  You need to look at Quickbooks.
    IF you mean a listing of assets and liabilities, with the net of those 2 groups, look at REPORTS, "Net Worth & Balances".
    Q is a PERSONAL finance program, not a business oriented finance program.  QB is business oriented.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Within Quicken a "full balance sheet" is generated by clicking Reports > Net Worth & Balances and then either Account Balances or Net Worth.  Both reports are "full balance sheets" in that each and every Account in Quicken is included unless you expressly exclude it. 
    There is no "Net Worth/Equity" Account in Quicken, (well, there might be, but users have no direct access to it), and on the balance sheet reports it's derived as Assets minus Liabilities.
  • LoboBeancounter
    LoboBeancounter Member
    Accepted Answer
    Thank you very much, Tom, for clarifying this!
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