Account Summary Report with the Account Details

CowboyNav
CowboyNav Quicken Windows 2017 Member ✭✭
in Reports (Windows)
Can a Report be added to generate a Summary list of Account Details for Banking and Investing Accounts that includes the Account Number?

The Report would be an awesome addition to the program as well as a valuable executor tool.

The Emergency Organizer add-on was a good idea/concept, but having to manually update the information that is from Quicken is a painful and might as well be categorized under "Pencil and Paper" Caveman days.
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Comments

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Ctrl-A for the Account List
    Options -- Include additional info when printing
    Print via Printer icon (Landscape Mode; preview first)
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    You may want to consider printing the Account List: press Ctrl + A, check Options > Include additional information when printing, and press Ctrl + P.

    From the Print window, we are able to preview, print to paper and PDF files, and export to text and spreadsheets compatible files.
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