Comparison Report for Net Worth with $ and % diff.

fcraigs1
fcraigs1 Quicken Windows Subscription Member
edited December 23 in Reports

This has been asked many times. It would be nice to have instead of having to download the data to excel then add it. Thanks

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @fcraigs1 Just for clarification, what you'd like is a setup like the Comparison report for income and expense categories, but for accounts on two user-defined dates, is that correct? You'd enter two different dates, and the report would have five columns: account name, net worth on the first date, net worth on the second date, difference in dollars (currency), and difference by percentage. I think that would be a useful addition. If that's not describing what you're seeking, please add more detail in a new comment.

    Quicken Mac Subscription • Quicken user since 1993

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