Balance report

brpillows
brpillows Quicken Windows 2017 Member ✭✭
edited May 2024 in Reports (Mac)

Is there a way to create a report showing a group of accounts with total balances over time. For example the last 5 years by half or full year intervals. I was able too do this in the Windows version

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited April 2024

    You can customize any of the Net Worth reports to only include a specific group of accounts, just hit the Edit button and go to the Accounts tab. And any of them can be customized to show increments by year or half-year using the Interval drop-down.

    Screenshot 2024-04-06 at 2.22.26 PM.png
  • brpillows
    brpillows Quicken Windows 2017 Member ✭✭

    I am sorry, I left out one component. I wanted to include a graph with this

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Your options are much more limited there. You can customize which accounts are displayed on the investing portfolio charts by command-clicking on the list in the accounts pulldown; I don't know any way to get something like that for non-investing accounts. Other than that, I think you'd have to export the report to a spreadsheet & make a chart there.

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