Is there an account information report?

Dennis Mahoney
Dennis Mahoney Member ✭✭
edited November 2023 in Reports (Windows)

I'm wondering if there is an account information report showing a list of account names, numbers, with contact name and number as shown in the Account Details information. If there was such a report it would be useful for (e.g.) placing with next of kin, etc. in case the account holder died or was incapacitated.

Answers

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Open the account list. There is an options link, or something to that effect, at the bottom of the account list window. Check the option to include all information when printing. [HTH. Not at my desktop so working from memory!)

    Quicken Business & Personal Subscription, Windows 11 Pro

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited October 2023

    also - make sure you [x] those items you want to see….

    click printer-icon and then PREVIEW -

  • Dennis Mahoney
    Dennis Mahoney Member ✭✭

    Thanks to both of you. I will give these suggestions a try.

This discussion has been closed.

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