Reports

Discussion List

• 
  9

  Up
  fix saved report management - needs modernization

  Reviewed xtexan 63 views 7 comments 9 points Most recent by Boatnmaniac 1:36PMReports
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  4

  Up
  Report ALL balances by Financial Institution

  Reviewed EmKay 99 views 4 comments 4 points Most recent by Quicken Alyssa 11:30AMReports
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  10

  Up
  Is Quicken working on allowing user ordering of saved reports?

  Reviewed NYCTMAGA 202 views 9 comments 10 points Most recent by Quicken Alyssa 11:29AMReports
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  Reports Incorrect

  ArcadiaCOG1423 15 views 1 comment 0 points Most recent by Quicken Laura 10:30AMReports (Windows)
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  HELOC with the "Account Intent" as a "Liability", but grouped with Credit Cards in NW report

  Answered toph36 20 views 1 comment 0 points Most recent by Tom Young 8:50AMErrors and Troubleshooting (Windows)
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  Expense report graph report does not equal expense report

  epicmountain 31 views 1 comment 0 points Most recent by Quicken Kristina April 25Errors and Troubleshooting (Windows)
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  Category Type column when customizing reports in R67.7

  BK 57 views 3 comments 1 point Most recent by Quicken Kristina April 25Reports (Windows)
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  11

  Up
  custom graph / report on dashboard

  Reviewed rdt1 139 views 6 comments 11 points Most recent by jacobs April 25Reports
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  Standard Tax Item Reports like Sch A and Sch B are empty

  Ray 35 views 2 comments 0 points Most recent by Ray April 24Reports (Windows)
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  1

  Up
  Ability to add Portfolio Value report information to Dashboard [Edited]

  Reviewed barryi 59 views 5 comments 1 point Most recent by barryi April 23Reports
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  2

  Up
  Allow, create a method to Export / Import Saved Reports > Quicken file to Quicken file

  Reviewed MishawakaKirk 27 views 0 comments 2 points Started by MishawakaKirk April 22 Reports
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  Budget Report - Account Missing

  stevebarr32 41 views 4 comments 0 points Most recent by UKR April 22Reports (Windows)
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  P&L has NO data in the report

  Answered liferocks 18 views 2 comments 0 points Most recent by Quicken Anja April 22Business and Rental Property Tools (Windows)
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  7

  Up
  Make Tax Report dates default to LAST Year at beginning of a new year

  Reviewed jacobs 205 views 12 comments 7 points Most recent by Austin@ April 21Reports
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  Foreign Currency in Reports

  DistressedParrot 75 views 11 comments 0 points Most recent by Quicken Kristina April 21Reports (Windows)
• 
  146
  Actual vs. Budgeted Reports: customize date range and get comparisons (Q Mac) (13 Legacy Votes)

  Planned Quicken Community 8.8K views 213 comments 146 points Most recent by Quicken Carlos April 21Budget and Planning Tools
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  Net Worth report balance is higher than total market value at bottom of register for brokerage accou

  Answered DanTax 45 views 3 comments -1 point Most recent by Quicken Kristina April 21Investing (Windows)
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  Filtering Reports by TAGS not available in the Starter Version.

  Kaufam7 20 views 1 comment 0 points Most recent by NotACPA April 21Reports (Windows)
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  2

  Up
  In cash flow report, I want to see mortgage payments, but no other transfers (Q Mac)

  Reviewed oc_steven 81 views 7 comments 2 points Most recent by Quicken Alyssa April 20Reports
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  1

  Up
  Report for Products & Services Invoiced/Billed/Sold

  Reviewed gizmo78023 22 views 1 comment 1 point Most recent by Quicken Alyssa April 20Reports
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  7

  Up
  Enhanced Category and Tag Integration in Reports

  Reviewed spk5512 58 views 4 comments 7 points Most recent by Jim_Harman April 18Reports
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  can you set spending report to show zero categories

  Answered VGORnovice 24 views 1 comment 0 points Most recent by NotACPA April 18Reports (Windows)
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  Roadmap for Quicken Classic for Mac

  Answered Paul Galley 37 views 2 comments 0 points Most recent by jacobs April 17Budgeting and Planning Tools (Mac)
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  How does the Planning tab pull data?

  Answered Closed CL Anderson 75 views 4 comments 0 points Most recent by Quicken Kristina April 17Budgeting and Planning Tools (Windows)
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  Changing Report Dates - Report Runs Twice

  Answered Closed Snakebit12 124 views 13 comments 0 points Most recent by Quicken Kristina April 17Reports (Windows)
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  Hidden Categories automatically selected in reports

  dkdavis1 50 views 3 comments 0 points Most recent by Quicken Kristina April 17Reports (Windows)
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  Error in Category reports

  acs2 146 views 16 comments 0 points Most recent by Quicken Carlos April 17Reports (Windows)
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  Serious bugs in Reports filtered by Category

  thompson87 145 views 9 comments 0 points Most recent by Quicken Laura April 16Errors and Troubleshooting (Windows)
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  1

  Up
  Fix assumptions report that includes wrong investments

  New IzzyPWD 13 views 0 comments 1 point Started by IzzyPWD April 16 Budget and Planning Tools
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  8

  Up
  When viewing split transactions in a report, show total of entire transaction.

  Reviewed spamspambacon 89 views 4 comments 8 points Most recent by q_lurker April 15Reports