Report showing just Q4 balances over multiple years

Phil Burton

Can I do this report in Quicken?  Are there workarounds?

Jim_Harman

Do you mean the year end balances? That's easy, set the interval on an Account balances report to Year.

If you want the starting and ending Q4 balances, I think you would have to set the interval on the Account Balances report to Quarterly, export the data to Excel, and manipulate it there.

Phil Burton

@Jim_Harman

I can certainly do the starting and ending Q4 balances, but only one year at a time.  (Or am I missing something.)  Instead of entering a full four-digit year, I tried to enter 20?? for the custom date range for this report, but the report would not accept the "?".

Jim_Harman

If it is one year at a time, not multiple years in one report, choose a custom date range with the starting and ending dates, 9/1/20 to 12/31/20 for example and set the interval to Quarterly.

There is no built in way to get 4Q18, 4Q19 and 4Q20 by themselves in one report.

Phil Burton

Jim_Harman said:

There is no built in way to get 4Q18, 4Q19 and 4Q20 by themselves in one report.

@j@Jim_Harman

Thanks for your reply. I was hoping against hope that the answer would be different.

mshiggins

How about 2 reports, the first for multiple years for the start of the quarter and the second for multiple years for the end of the quarter?

Phil Burton

mshiggins said:

How about 2 reports, the first for multiple years for the start of the quarter and the second for multiple years for the end of the quarter?

Thanks.  I will have to try.