Balances showing in a report

Mikos
Mikos Member ✭
edited May 2022 in Reports (Mac)
Why isn't the balance an option as a column to show in a report?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Probably because "balance" is a calculated figure, not a stored figure, and the Balance associated with any particular transaction in the account will change with the sort order of the account.
    Click on any column header to view this phenomenon.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @Mikos  What type of report would you expect to see a "balance" for? If you run a Net Worth report, the values for each account are the current balances. Same for the Accounts Summary report.

    But for a report of transactions or summary by category, for example, there is no "balance" -- just a total of the income and/or expenses matching the report criteria (selected dates, categories, accounts, etc.)

    Balances are for accounts; totals are for income and expenses.

    Quicken Mac Subscription • Quicken user since 1993
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