Need a way to customize the "Accounts Summary" report

startzell

Many reports allow customization, but not the "Accounts Summary" report. The lack of customization makes the report useless. I need to be able to filter out hidden, closed, and separate accounts from this report. While you are fixing it, please include the "Account Notes" that already exist under "Account Settings"→Notes. Adding my account notes to the Accounts Summary report would actually make this a valuable feature.

jacobs

@startzell They almost certainly won't be fixing the Accounts Summary report. It is one of the few reports remaining from the old reports engine in the original 2010-era predecessor Quicken Essentials program. The reports engine was rewritten from scratch in 2017 and subsequent years. Most of the old reports have been removed over time, and I'm not sure why they've left this one in. (Maybe because it shows the credit limits for credit card accounts, which no other report shows?) Instead, use the Net Worth report, which is much more versatile. You can select which accounts to include or exclude, as you requested, and in addition to running it as of today, you can run it as of any past date, like the end of last month or last year.