Net worth comparison report for Windows

glaurian
glaurian Quicken Windows Subscription Member ✭✭
edited December 2023 in Reports (Windows)

I would like to make a feature request but am unable to find where I can make this.

I am a QuickBooks user migrating to Quicken Business and would like to ask for a Net Worth Comparison Report.

While I understand this is not an accounting system, it is a personal/business net worth growth tool and should provide detailed ways of monitoring net worth. Performance analysis is what allows for growth.

Could someone please provide a vehicle to make feature requests?

Thanks

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm not exactly sure what you're asking for here.

    You can specify a time period when customizing a Net Worth report, and then on the Net Worth report itself there's an "Interval" option that allows you to slice that time period into intervals like "week", "month", "quarter", and so on. That results in multiple columns of Net Worth, one for each interval. You can also present this information in graph form. If you want to know the increase/decrease percentage between intervals, the best way to do that is to export the report to Excel and have Excel do the calculations.

    Is that what you're after?

  • glaurian
    glaurian Quicken Windows Subscription Member ✭✭

    I'm trying to previous year comparisons.

    image.png

This discussion has been closed.

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