Reports

Discussion List

• 
  2023 Memorized Payee Report vs 2026

  CowanInc 54 views 4 comments 0 points Most recent by Quicken Carlos 5:48AMReports (Windows)
• 
  Business Income Statement not showing client payments as income.

  Answered DinShawnee 23 views 3 comments 0 points Most recent by DinShawnee April 5Reports (Mac)
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  restricted account

  Answered Smyrnavfdinc1989 18 views 1 comment 0 points Most recent by Tom Young April 5Registers & Transactions (Windows)
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  Everything Else & Budget Reporting - Ticket(s) Closed? [Mod Note: Keep Thread Open]

  Dom1 289 views 16 comments -1 point Most recent by Dom1 April 5Budgeting and Planning Tools (Windows)
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  1

  Up
  Fix "Earliest to Date" where ever its used (reports, accounts, graphs)

  Reviewed BRETTB 32 views 2 comments 1 point Most recent by BRETTB April 3Ideas for Windows Classic
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  2

  Up
  Feature Request: Add Optional “Future Projection” Toggle to support (Scheduled/Budget Transactions)

  186kmph 12 views 1 comment 2 points Most recent by Quicken Anja April 3Budget and Planning Tools
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  42

  Up
  Add ability to save and re-use customized date ranges (6 Legacy Votes, 25 Merged Votes)

  Under Consideration smayer97 613 views 45 comments 42 points Most recent by Quicken Anja April 3Reports
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  Merged: **Feature Request: Add “Today” Option for Dynamic End Date in Custom Report Ranges**

  Closed 186kmph 16 views 0 comments 0 points Most recent by smayer97 April 3Reports (Mac)
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  145
  Actual vs. Budgeted Reports: customize date range and get comparisons (Q Mac) (13 Legacy Votes)

  Planned Quicken Community 8.8K views 211 comments 145 points Most recent by birdman_mac April 2Budget and Planning Tools
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  11

  Up
  Please: no report should default to "All Dates" - Default to "This Year" or "YTD" (Q Mac)

  Reviewed MontanaKarl 294 views 17 comments 11 points Most recent by MontanaKarl March 31Reports
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  5

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

  Reviewed jacobs 185 views 10 comments 5 points Most recent by jacobs March 31Reports
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  42

  Up
  column widths for reports

  Reviewed dave hulett 1K views 25 comments 42 points Most recent by pablomiller March 31Reports
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  2

  Up
  Add ability to include specific "transfer to/from accounts" in Cash Flow report (Q Mac)

  Reviewed prbsparx 129 views 3 comments 2 points Most recent by Quicken Kristina March 31Reports
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  3

  Up
  Networth Report - Exclude Unrealized Gains

  Reviewed ramesh.baanu 31 views 3 comments 3 points Most recent by Quicken Kristina March 31Reports
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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 72 views 6 comments 2 points Most recent by oc_steven March 31Reports
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  4

  Up
  Natural language queries or more options on reports

  Reviewed Bennett S 26 views 2 comments 4 points Most recent by Quicken Kristina March 31Reports
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  4

  Up
  Enhanced Category and Tag Integration in Reports

  Reviewed spk5512 44 views 1 comment 4 points Most recent by joekormos March 31Reports
• 
  Report including Closed and Hidden Accounts

  mthawsh 21 views 1 comment 0 points Most recent by Quicken Laura March 31Reports (Windows)
• 
  Report Errors

  Answered Fat Stax 30 views 2 comments 0 points Most recent by Quicken Laura March 30Errors and Troubleshooting (Windows)
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  Register report balance is WAY off from actual register balance

  Vince3 34 views 3 comments 0 points Most recent by Quicken Alyssa March 30Registers & Transactions (Windows)
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  Income reports that include Sub-Categories?

  Answered JDW in ATL 36 views 3 comments 0 points Most recent by Quicken Laura March 29New to Quicken/Getting Started (Windows)
• 
  How does the Planning tab pull data?

  Answered CL Anderson 65 views 3 comments 0 points Most recent by Quicken Kristina March 29Budgeting and Planning Tools (Windows)
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  Changing Report Dates - Report Runs Twice

  Answered Snakebit12 117 views 12 comments 0 points Most recent by Quicken Kristina March 29Reports (Windows)
• 
  Why will my reports not stay as they are saved?

  Answered Closed Donnette 48 views 4 comments 0 points Most recent by Quicken Kristina March 29Reports (Mac)
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  Securities & Cash Assigned to a business (Q Mac)

  Answered Nauset 37 views 3 comments 0 points Most recent by Quicken Kristina March 28Reports (Mac)
• 
  Report showing wrong amount

  rlroberts 34 views 2 comments 0 points Most recent by rlroberts March 28Reports (Windows)
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  1

  Up
  Please add the columns Unit Cost and Unit Gross Price to Capital Gains reports

  Reviewed J_Rapp 47 views 3 comments 1 point Most recent by NotACPA March 26Investments
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  33

  Up
  Add Report Formatting Options to Quicken for Mac (137 Legacy Votes) (+1 Merged Vote)

  Under Consideration smayer97 1K views 41 comments 33 points Most recent by graepers March 25Reports
• 
  P&L has NO data in the report

  Answered liferocks 17 views 1 comment 0 points Most recent by NotACPA March 22Business and Rental Property Tools (Windows)