Is there a Report that only displays the value in each Account by quarter?

garypbethune
garypbethune Quicken Windows Subscription Member ✭✭
edited September 2024 in Reports (Windows)

I'm trying to display the balance in each Account (i.e., Banking, Business, Investing, Property & Debt) at the end of a quarter.

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  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Reports > Net Worth & Balances > Account Balances

    This report allows you to set the time frame and the interval. Quarterly is an option.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The Account Balances report does that. It's under Reports > Net Worth & Balance > Account Balances. Just change the interval at the top of the report to quarterly.

    Quicken Windows user since 1993.

  • garypbethune
    garypbethune Quicken Windows Subscription Member ✭✭

    Thanks Rocket, but I was trying to match the headings under Accounts, which, for me, include "Banking", "Business", "Investing", and "Property & Debt".

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    https://community.quicken.com/discussion/comment/20450812#Comment_20450812

    No, those account types are not shown in any report.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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