Display financial institution name on account balances and networth report
Buyan Kumar
Member ✭✭
Hi,
I am amazed by the lack of customization of reports on Quicken. I just want to display the financial institution name on the account balances and networth report. How can I do this easily? Why is their no way to create a customized report from scratch on quicken?
Buyan
I am amazed by the lack of customization of reports on Quicken. I just want to display the financial institution name on the account balances and networth report. How can I do this easily? Why is their no way to create a customized report from scratch on quicken?
Buyan
0
Best Answer
-
You can also put the FI name in each account's Description field in the Account Details dialog. Then enable the "Both" setting in reports preferences to display account names and descriptions.One problem with displaying Quicken's idea of the FI is that those sometimes are peculiar to Quicken, like "Bank of America-All Other States" which maybe made sense years ago, but no longer does.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
6
Answers
-
You can give an account any name you want, so calling the account "My IRA - Fidelity" might meet your needs.
You can also export reports to Excel and manipulate them there if you want.QWin Premier subscription1 -
You can also put the FI name in each account's Description field in the Account Details dialog. Then enable the "Both" setting in reports preferences to display account names and descriptions.One problem with displaying Quicken's idea of the FI is that those sometimes are peculiar to Quicken, like "Bank of America-All Other States" which maybe made sense years ago, but no longer does.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
6
This discussion has been closed.