Report ALL balances by Financial Institution

EmKay
EmKay Quicken Windows Subscription Member ✭✭✭✭
edited November 2024 in Reports

It'd be great if the Account Balances report could sub-total by Financial Institution.

Quicken Classic Premier (Windows) R64.23 Build 27.1.64.23

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  • cmzs
    cmzs Member ✭✭

    There are deposit coverage limits per institution so this would be helpful.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    There have been many requests over the years to have a user-definable field that could be used to select or group accounts, similar to the Security Investing Goal field.

    Quicken already stores the Financial Institution for banking and investing accounts, so a FI field should not be difficult to implement. However most reports only support one level of subtotaling so this might have a significant impact on the reporting side.

    QWin Premier subscription
  • Dimitri11
    Dimitri11 Quicken Windows Subscription Member ✭✭
    if you can at least add a column to account balances with the financial institution name, then it would be much simpler to just export the report to excel and pivot the data to get the subtotals. Now what I do it export the data and add the column manually or sometimes use VLOOKUP functions to add that mapping

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