Reports

Discussion List

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  Today I learned: We can copy register entries directly to a spreadsheet just by using copy & paste

  rismanma 41 views 1 comment 5 points Most recent by NotACPA September 5Registers & Transactions (Windows)
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 227 views 9 comments 5 points Most recent by Quicken Carlos September 5Investments
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  Is Quicken working on allowing user ordering of saved reports?

  Reviewed NYCTMAGA 287 views 11 comments 11 points Most recent by KMRK September 5Reports
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  Quicken Classic 9.1.1 single category report adds extra non-relevant transactions

  Stephen Behling 61 views 3 comments 0 points Most recent by Quicken Kristina September 4Reports (Mac)
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  Reconciliation shows off but I have matched transactions for past year! Help

  tsebb 101 views 4 comments 0 points Most recent by Quicken Kristina September 4Errors and Troubleshooting (Windows)
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  report functions / changed in the last few months

  Answered Sharon W 39 views 2 comments 0 points Most recent by Jim_Harman September 4Reports (Windows)
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  Allow details in Account Settings to be included in a report - notes, description, etc

  Reviewed tunesmithers 14 views 1 comment 1 point Most recent by Quicken Levetta September 2Reports
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  LifeHub Reporting

  New mikem21 1 view 0 comments 1 point Started by mikem21 September 2 Ideas for Quicken LifeHub
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  Spending Report seems to improperly render some sub-categories as top-level categories

  Answered TheGolux 71 views 4 comments 0 points Most recent by Quicken Anja September 2Reports (Windows)
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  Allow cash flow reports to include account transfers from select brokerage and other accounts

  Already Offered RobR56 14 views 1 comment 2 points Most recent by jacobs September 1Reports
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  Previously Saved Reports

  gsxraudio 71 views 4 comments 0 points Most recent by Quicken Laura September 1Reports (Windows)
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  Reports do not save "Cents (no rounding)" choice

  Answered DL# 127 views 8 comments 0 points Most recent by DL# August 31Reports (Windows)
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  Be able to assign _ income categories to a parent

  Reviewed cm_blk 42 views 3 comments 1 point Most recent by Quicken Laura August 31Display/UI
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  Earliest to Date & Custom to Date (Q Mac)

  Reviewed boazamr 37 views 1 comment 1 point Most recent by jacobs August 31Reports
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  Add Bar Charts to Income x Expenses [Edited]

  Reviewed boazamr 32 views 1 comment 3 points Most recent by NotACPA August 29Reports
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  Can I create Folders or something similar in My Reports?

  Answered ✓ acs2 176 views 6 comments 0 points Most recent by acs2 August 28Reports (Mac)
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  How to calculate investment returns for cash sweep in Fidelity accounts

  Chillbill 91 views 3 comments 0 points Most recent by Quicken Kristina August 28Investing (Windows)
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  Edit transacation by Reference # column & add notes to reports

  ddp2049 21 views 1 comment 0 points Most recent by Sceptic August 26Registers & Transactions (Windows)
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  Date‑Range Report Exports Produce Non‑Numeric Start Dates and Concatenate Date Ranges

  Answered pablomiller 379 views 17 comments 0 points Most recent by Sceptic August 25Reports (Windows)
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  Make Report Exports to Excel Pivot Table ready

  Reviewed gkading 219 views 5 comments 13 points Most recent by Jim_Harman August 25Reports
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  Resize ALL Columns on reports ... please ?

  arl7 41 views 1 comment 3 points Most recent by Quicken Alyssa August 24Reports
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  What happened to Sales Tax 1 and Tax 2 options in the Business GST & PST Reports?

  Answered stelub 561 views 18 comments 0 points Most recent by Quicken Carlos August 24All Things Canadian (Windows)
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  Add "Next Month" to Date Range Dropdown in Reports

  Reviewed jtemplin 331 views 15 comments 1 point Most recent by NotACPA August 24Reports
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  1099-R Investment Account Withdrawals and Transfers not showing in Tax Reports or Tax Planner

  LearPilot714 51 views 2 comments 0 points Most recent by NotACPA August 23Reports (Windows)
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  Why is Bills & Income showing all entities vs the groups in focus - Family Enterprise

  Answered ✓ dontknowwhatimdoing 91 views 3 comments 0 points Most recent by dontknowwhatimdoing August 20Paying Bills, Online Billers & Reminders (Windows)
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  Navigation to the webpage was canceled

  Greg Lampe 151 views 8 comments 0 points Most recent by mshiggins August 20Errors and Troubleshooting (Windows)
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  Hide the minus signs in a report? (Q Mac)

  Answered ✓ xingeranium 62 views 1 comment 0 points Most recent by Quicken Laura August 19Reports (Mac)
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  (Globally?) Abbreviate common terms in Payee & Memo fields of transactions

  Reviewed RayDJ 83 views 7 comments 3 points Most recent by Quicken Alyssa August 19Product Enhancements
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  Need a way to customize the "Accounts Summary" report

  Reviewed startzell 51 views 2 comments 4 points Most recent by Quicken Alyssa August 19Reports