Report ALL balances by Financial Institution

EmKay
EmKay Quicken Windows Subscription Member ✭✭✭✭
edited November 2024 in Reports

It'd be great if the Account Balances report could sub-total by Financial Institution.

Quicken Classic Premier (Windows) R64.23 Build 27.1.64.23

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Comments

  • cmzs
    cmzs Member ✭✭

    There are deposit coverage limits per institution so this would be helpful.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    There have been many requests over the years to have a user-definable field that could be used to select or group accounts, similar to the Security Investing Goal field.

    Quicken already stores the Financial Institution for banking and investing accounts, so a FI field should not be difficult to implement. However most reports only support one level of subtotaling so this might have a significant impact on the reporting side.

    QWin Premier subscription

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