Net Worth Report (also called a Balance Sheet)
Would it be possible to build in a date-driven option to know net worth on any given date, or period of time? I was able to set date parameters in a prior Windows version, but cannot do so on MAC. This would be a helpful report to have!
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https://getsatisfaction.com/quickencommunity/topics/is-it-not-possible-to-generate-a-simple-net-wort...
https://getsatisfaction.com/quickencommunity/topics/net-worth-quicken-mac-2017
Balance Sheet (aka Net Worth aka Accounts Summary) type report.
But since these are just a subset or an application of the Columnar Summary report organized with appropriate options, you may want to add your vote to Columnar Summary report (with selectable choices for rows and columns).
First, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, I highly recommend you to add your VOTES to related IDEAS found on the:
- List of Requests for Report Related Features
- with the essential ones described and listed here
- List of Requests for Report Types
Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!For background, you may want to read this post too. BTW, the columnar-type summary report is the basis for MANY other reports, as described in detail in this post a little lower; only the selection and formatting criteria are different.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)