Discussion List

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  Category Report Summarized by Payee

  ken deemer 19 views 2 comments 1 point Most recent by Jon 10:57AMReports (Mac)
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  3

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  fix saved report management - needs modernization

  Reviewed xtexan 22 views 1 comment 3 points Most recent by Randy 415 April 22Reports
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  Including both transfer and category in budget and net worth reporting

  cdevillafranca_70 34 views 3 comments 0 points Most recent by jacobs April 22Budgeting and Planning Tools (Mac)
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  One-Click Trend Graphs

  Steve Jacobs 28 views 2 comments 0 points Most recent by Steve Jacobs April 21Reports (Windows)
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  2

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  FBAR Report Improvements Needed

  Reviewed JHawk1984 54 views 5 comments 2 points Most recent by Quicken Jasmine April 20Reports
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  16

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  Income & Expense as Sankey Chart

  Reviewed Socrate 2K views 12 comments 16 points Most recent by Quicken Kristina April 19Reports
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  pie chart graph with rollup (collapsed) categories

  ctslaton 22 views 1 comment 0 points Most recent by Quicken Kristina April 18Reports (Windows)
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  Early Access: Report Customization: issues with sub-categories

  J92130 112 views 16 comments 0 points Most recent by Quicken Jasmine April 17Reports (Windows)
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  Natural language queries or more options on reports

  Reviewed Bennett S 16 views 1 comment 2 points Most recent by Cohen Adair April 16Ideas for Mac Classic
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  Search on categories in "Customize Report" doesn't work

  ccc123 32 views 2 comments 0 points Most recent by Quicken Kristina April 15Reports (Windows)
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  Saved Reports gone!

  bcaldoc 48 views 3 comments 0 points Most recent by CaliQkn April 15Errors and Troubleshooting (Windows)
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  Edit Payees

  JoelC 321 views 39 comments 0 points Most recent by Arctic Hare April 14All Things Canadian (Windows)
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  I would like to see enhancements on reports

  GG2025 45 views 1 comment 0 points Most recent by Quicken Kristina April 11Reports (Windows)
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  Sorting budget reports by category group

  Answered ✓ Bill Black 46 views 3 comments 0 points Most recent by Quicken Jasmine April 10Budgeting and Planning Tools (Windows)
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  144
  Actual vs. Budgeted Reports: customize date range and get comparisons (Q Mac) (13 Legacy Votes)

  Planned Quicken Community 7.8K views 195 comments 144 points Most recent by NorthernExposure April 9Budget and Planning Tools
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  How to print a list of Payee addresses in Quicken Classic for Mac

  Answered mrc88dal 44 views 3 comments 0 points Most recent by mrc88dal April 8Reports (Mac)
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  Report for Products & Services Invoiced/Billed/Sold

  Reviewed gizmo78023 14 views 0 comments 1 point Started by gizmo78023 April 7 Reports
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  Standard Transaction Report

  GTmem 51 views 4 comments 0 points Most recent by Quicken Jasmine April 7Reports (Windows)
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  ‘Tax Schedule report’, ‘1099-R:Total IRA taxable distrib’ section. Missing\Incorrect entries.

  Answered ✓ DJW 94 views 6 comments 0 points Most recent by DJW April 6Reports (Windows)
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  Value of investment not reflecting on Net Worth report

  BillBelanger 95 views 20 comments 0 points Most recent by BillBelanger April 5Registers & Transactions (Mac)
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  30

  Up
  Add Unreconciled/Uncleared Filter in Transaction Register (29 Legacy Votes)

  Under Consideration Blake 1.5K views 41 comments 30 points Most recent by Quicken Jasmine April 3Product Enhancements
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  14

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  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 188 views 9 comments 14 points Most recent by Rocket J Squirrel April 2Investments
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  Income By Security Report = Remove Old Unrealized Short/Cover Detail

  Answered Gary Strand 266 views 26 comments 0 points Most recent by Gary Strand April 2Errors and Troubleshooting (Windows)
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  8

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  Please: no report should default to "All Dates" - Default to "This Year" or "YTD"

  Reviewed MontanaKarl 228 views 13 comments 8 points Most recent by jacobs March 31Reports
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  Best report for rental income

  Answered MotoJim 45 views 3 comments 0 points Most recent by UKR March 27Business and Rental Property Tools (Windows)
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  2

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  When viewing split transactions, show total of entire transaction.

  Reviewed spamspambacon 21 views 0 comments 2 points Started by spamspambacon March 27 Reports
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  Report issue (Q Mac)

  Answered Paul1 47 views 5 comments 0 points Most recent by jacobs March 27Reports (Mac)
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  31

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  Need account register report (and export) without split detail

  Under Consideration jacobs 1.2K views 31 comments 31 points Most recent by jacobs March 26Reports
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  How do I assemble instructions for a report? Mac 8.1.1 on OS 15.3.2

  Answered ✓ Bob Osgood 31 views 1 comment 0 points Most recent by Quicken Jasmine March 26Reports (Mac)
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  25

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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 688 views 22 comments 25 points Most recent by Rocket J Squirrel March 25Reports