Balance histories

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jumblejim
jumblejim Quicken Windows Other Member ✭✭
edited October 2022 in Reports (Windows)
Is it possible to use Quicken report or some other method to see what account balances were on specific dates in the past? Checking, investments, real estate, etc.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Try the report at Reports > Net Worth & Balances > Account Balances.

    You can set a date range and interval to see a table and/or bar chart of your past balances.

    If you just want a specific date, set the Interval to None and the date you want as the ending date.

    Click on the Customize gear at the top right to select the accounts you want to include.
    QWin Premier subscription
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