Account Reports (Q Mac)

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epac12
epac12 Quicken Mac Subscription Member
edited April 2024 in Reports (Mac)

It seems most of the reports that I'm able to make is around the transactions. I think it would be great to have a report/dashboard to dive deeper into the sum of the transactions. For example, I'd like to see a report of my total savings (across multiple accounts), total investments. These are the ingredients to net worth and I think it would be helpful for others to watch those items.

Anyone have an ideas how to make a report for Total Savings or Total Investment over time?

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