Net worth report question
LeaningTower
Quicken Windows Subscription Member ✭✭
In the Net Worth report, is there an option to exclude accounts that have no balances and no activity during the date range selected?
Background: I created and saved a Net Worth report, with the date range set for the "Last 12 months." But sometimes I edit it to look at a longer period, up to 7-8 years. To get accurate reports for those longer periods, the report includes accounts that were closed years ago. Unfortunately, when I look at just the last 12 months (or even the last few years), the report includes more than a dozen lines with accounts that held zero funds for the entire reporting period.
I know my alternatives include, editing the accounts selected everytime I edit the date range or creating separate reports for different date ranges, but I'd like to have just one report that self-edits the display of accounts.
Thanks for any help you can provide.
Background: I created and saved a Net Worth report, with the date range set for the "Last 12 months." But sometimes I edit it to look at a longer period, up to 7-8 years. To get accurate reports for those longer periods, the report includes accounts that were closed years ago. Unfortunately, when I look at just the last 12 months (or even the last few years), the report includes more than a dozen lines with accounts that held zero funds for the entire reporting period.
I know my alternatives include, editing the accounts selected everytime I edit the date range or creating separate reports for different date ranges, but I'd like to have just one report that self-edits the display of accounts.
Thanks for any help you can provide.
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Best Answer
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This idea has already been suggested. Vote.
https://community.quicken.com/discussion/7614845/do-not-show-zero-balance-accounts-in-reports-5-merged-votes/p1
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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Answers
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If you run a Current Budget report you can customize it to show Categories that are "Budgeted only", "Non-Zero actual/budgeted" or "Include all." You'd think that something similar might be available for the Net Worth report, e.g., "Don't include $0 Accounts" (for the entire date range) but there's not. Maybe post this as an Idea?
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If it's posted as an idea I would vote for it.
Quicken Classic Premier (US) Subscription: R59.35 on Windows 11 Home
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Ok, next question: How do you post an "idea"?0
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This idea has already been suggested. Vote.
https://community.quicken.com/discussion/7614845/do-not-show-zero-balance-accounts-in-reports-5-merged-votes/p1
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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LeaningTower said:Ok, next question: How do you post an "idea"?Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Thanks, Chris--and everyone else who responded.
If only Quicken had responded to the previous "suggestion" posted 4 years ago, I would suggest many additional enhancements. Unfortunately, it seems Quicken is is not really receptive to users' input.1
This discussion has been closed.