YTD transactions w/beg and end balances
KMcDonald112
Member ✭
Hello - Prior to the latest updates, I was able to print a report showing all YTD detailed transactions with the beginning and ending balances for each account. I use this report for tax purposes matching them to the first and last month bank statements. Any ideas? Thank you much!
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Best Answer
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It's hard to know what you may have been looking at without knowing the previous version you are referring to. If it was a recent 6.9.x or 6.10.x version, nothing has changed in this regard.
In 6.10.3, I don't know of any report that shows both transaction details and beginning and ending balances. A Transaction Report would show you transaction detail. A Net Worth report would show you beginning and ending account balances.Quicken Mac Subscription; Quicken Mac user since the early 90s0
Answers
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What version of Quicken and macOS are you running? How did you used to create the report?Quicken Mac Subscription; Quicken Mac user since the early 90s0
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I have Quicken version 6.10.3, Mac OS Monterey 12.5.1
Since I cannot access that version now, I remember going into Reports, Transactions, specific account, date range. Sorry I do not remember exactly. It wasn't difficult then. :)0 -
It's hard to know what you may have been looking at without knowing the previous version you are referring to. If it was a recent 6.9.x or 6.10.x version, nothing has changed in this regard.
In 6.10.3, I don't know of any report that shows both transaction details and beginning and ending balances. A Transaction Report would show you transaction detail. A Net Worth report would show you beginning and ending account balances.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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