Reports

Discussion List

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  Health Savings Account

  Closed CheeseheadInParadise 91 views 2 comments 0 points Most recent by CheeseheadInParadise February 5Budgeting and Planning Tools (Mac)
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  Tax Reports Should Contain current 1040 tax schedules, such as 1, 2 and 3

  Reviewed bbethke 462 views 13 comments 37 points Most recent by Boatnmaniac January 31Reports
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  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 193 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  Current vs Average Category Report - total is incorrect

  Closed Keith Davis 97 views 6 comments 0 points Most recent by Keith Davis January 31Reports (Windows)
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  Why doesn't the Cash Flow report default to include transfers?

  Answered ✓ Closed Michael Rosen 225 views 5 comments 0 points Most recent by Jim_Harman January 26Reports (Windows)
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  The infamous non-totaling Budget Report by Category Group

  Closed sNashville 215 views 9 comments 0 points Most recent by Quicken Kristina January 25Reports (Windows)
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  What is the difference between the Current Budget and Historical Budget reports?

  Answered Closed Jeff Bean 97 views 3 comments 0 points Most recent by Quicken Kristina January 25Budgeting and Planning Tools (Windows)
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  Graph for Net Worth By Year

  Herb A 41 views 1 comment 3 points Most recent by jacobs January 24Budgeting and Planning Tools (Mac)
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  Need to subtotal income by customer

  Closed entrack 75 views 4 comments 0 points Most recent by Quicken Anja January 20Reports (Windows)
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  Budget Report to Include Rollovers (3 legacy votes)

  Reviewed Joseph Hanna 1.2K views 16 comments 21 points Most recent by sjb January 18Reports
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  Report skipping a Transaction because it is *from* an excluded account

  Answered Closed HopeAndShawn 29 views 2 comments 0 points Most recent by Jim_Harman January 16Reports (Windows)
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  Greyed-Out Page Scaling; A Workaround for Printing Proper Reports

  Closed nkhuval 175 views 3 comments 1 point Most recent by q_lurker January 16Errors and Troubleshooting (Windows)
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 83 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  Year view of budget

  Answered Closed CatO123 95 views 4 comments 0 points Most recent by CatO123 January 8Budgeting and Planning Tools (Mac)
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  Export "All Transaction" to Excel - split categories are formatted incorrectly

  Reviewed mjbank 1.4K views 13 comments 30 points Most recent by UKR January 6Product Enhancements
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  PNC Bank: 1/1/2026 OSU Downloads

  Answered Closed Boatnmaniac 101 views 4 comments 0 points Most recent by BK January 3Download, Add/Update Accounts (Windows)
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  What is the best way to create a new data file for 2026 using accounts from current data file?

  Answered Closed three_jeeps 206 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
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  Credit Card Utilization Displayed In Account Summary Report (+14 Merged Votes)

  Under Consideration wood.brandon88 590 views 11 comments 23 points Most recent by kelleycm December 2025Reports