Enhance Account List and Account Balances report

acnewcomb
acnewcomb Quicken Windows Subscription Member
edited July 13 in Reports

Add total balance amount for all accounts listed on the Account List report OR add Description column information on the Account Balances report. I use the Account List report because it displays information on each account's Description field and want to see a total of deposits, loans, etc. I realize the Account Balances report provides totals but there should be the capability to include the Description field information on that report. Thanks

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  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    " ... OR add Description column information on the Account Balances report."

    You can already have Quicken display the Account Description in the Account Balances report (and any report that displays Account Name. But it's not a report-level option, it's a file-level option: it applies to all reports in the file ... or no reports in the file.

    Edit > Preferences > Reports only > Account display.

    There you can choose to have Quicken display the Account Description instead of the Account Name, or to show both the Name and Description.

    -JP

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list