Cash Flow Report

Johnbfdma
Johnbfdma Quicken Windows Subscription Member
edited August 24 in Reports (Windows)

This is a follow up on Akandys closed "Cash Flow Report" question.

I am a long time user of Quicken 2017 for Windows and just upgraded to a subscription Classic Premier version R63.21. I was hoping that this had been addressed, but apparently not.

I use the Cash Flow Report a LOT and have found that I usually need to run two versions of the report: 1) to get the activity for a specific period and 2) to get the ending balance at the end of the period. the two reports are necessary because the Cash Flow Report does not seem to have an option to include the balance at the Beginning of the period under review.

Is there another report that will provide activity for a specific period plus Beginning and Ending balances? if not what are the chances of an enhancement?

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Answers

  • [Deleted User]
    [Deleted User]

    @Johnbfdma if you choose a time period for the column heading, I think the beginning and ending balances should show in the report.

    image.png

    Depending on the time period of the report, you may need to try different time periods for the column heading.

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

    You can get starting and ending balances if you use the Banking Transaction report if you select Don't Subtotal or subtotal by a time interval.

    QWin Premier subscription
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