Printing an Accounts Value Report?

Paddy
Paddy Member ✭✭
edited April 2022 in Registers & Transactions (Windows)
My attorney wants a report that shows the value of my accounts and I don't want to share specifics like account numbers etc.

Is there a way to provide that?

Best Answer

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Nothing could be simpler. Reports > Net Worth & Balances > Account Balances. This will show the account names but not the numbers.
    If you have embedded the account numbers in the account names, you'll have to rename the accounts not to include them or export the report to Excel and edit it there.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Nothing could be simpler. Reports > Net Worth & Balances > Account Balances. This will show the account names but not the numbers.
    If you have embedded the account numbers in the account names, you'll have to rename the accounts not to include them or export the report to Excel and edit it there.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Paddy
    Paddy Member ✭✭
    Yay! Thanks!
This discussion has been closed.

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