Bank summary

hurwi Mac Beta Beta
edited May 2022 in Reports (Mac)
I want to be able to see total amount of assets in $ I have per bank. Each bank has more than 1 account, so I'd like a report/view that shows me a summary per bank. Is that possible?


  • RickO
    RickO SuperUser ✭✭✭✭
    This is pretty easy to accomplish. Create a Net Worth report as of the current date for each bank. Customize each reports Accounts section to include only the accounts held at that bank. Unfortunately, I don't know any way to do this all in one report. But if you name them appropriately, it should be pretty easy to flip through them.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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