FBAR Report includes savings goal in max balance

Quicken Windows Subscription Member
edited May 2022 in Reports (Windows)
When running the FBAR Report it appears it includes the savings goal in the max balance for the year of that account. The savings goal should be excluded in the max balance of the account just like you can suppress it in the account view.

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Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    My understanding is that the FBAR report was created because some users need it for tax reporting purposes and thus it shows actual balances.

    It might be nice to be able to exclude savings goals when using the report for other purposes however.
    QWin Premier subscription
  • Quicken Windows Subscription Member
    What I mean is, it reduced the max real balance by the savings goal amount. Thus it does not show the actual max amount for the year.
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Oh sorry, I misunderstood. I agree it should show the actual max balance.
    QWin Premier subscription
  • Quicken Windows Subscription Member
    Thanks
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