Feature Request: Report option to categorize by "Account intent" instead of "Account type"

Options
ComicSans
ComicSans Member, Windows Beta Beta
edited November 2023 in Reports

Follow-up to this question.

Reporting is for use in planning as much as for accounting. As such, being able to create reports which classify accounts by their intent instead of their type is important.

Tagged:
1
Up
1 votes

Reviewed · Last Updated

Comments

  • BSav
    BSav Member ✭
    Options

    I agree with this request. The most valuable use of Quicken is for planning, and to be able to plan with reports categorized by account intent is consistent with the "bucket" approach used by many financial planners. However, to make it useful, you need to add more intent options, including customizable ones.

  • Quicken Anja
    Quicken Anja Moderator mod
    Options

    Hello @ComicSans & @BSav,

    I went ahead and changed this post to an official Idea post which has opened up voting. If you haven't added your vote yet, please go ahead and do so by clicking the up arrow (see below).

    lripcbixyd75.png

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Categories