Reports

Discussion List

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  Eliminating "Everything Else" from Budget Reports

  Closed Rocket1 83 views 1 comment 0 points Most recent by Quicken Anja September 2025Budgeting and Planning Tools (Windows)
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  Can we please move from old school boring reports to powerful insight generation prompting?

  Answered Closed bembolado 44 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Reports (Windows)
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  After creating detailed Help trouble report, error about too many attachments wipes it out.

  Answered ✓ Closed leishirsute 39 views 3 comments 0 points Most recent by leishirsute September 2025Download, Add/Update Accounts (Windows)
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  "My Saved Reports & Graphs" folder shows incorrect report

  Closed MaryEason 40 views 3 comments 0 points Most recent by deriter September 2025Reports (Windows)
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  My Quicken reports have different balances than the General Ledger. The GL is correct!!

  Answered Closed Doubleb 55 views 2 comments 0 points Most recent by Quicken Anja September 2025Reports (Windows)
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  Capital Gains Report - display total shares

  Closed FredArthur 24 views 1 comment 0 points Most recent by q_lurker August 2025Investing (Windows)
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  Cash Flow Report-error with budget totals

  Closed rmk28027 34 views 4 comments 0 points Most recent by rmk28027 August 2025Reports (Windows)
• 
  Uncategorized transactions

  Answered ✓ Closed Don Awalt 171 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)
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  Como corrigir erro no relatório de transações diárias? Quicken for Windows 6 [Edited]

  Answered ✓ Closed Financeiro RTI 92 views 5 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 50 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
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  Account Balance Report doesn't agree with Register

  Answered cooperhs 71 views 5 comments 0 points Most recent by cooperhs August 2025Reports (Windows)
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  Report on Investment Options

  Closed mark-s 166 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  How to create a spending report per credit card

  Answered Closed Adventurer 95 views 2 comments 0 points Most recent by [Deleted User] August 2025Reports (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 158 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  2

  Up
  Offer budget reporting including carry-over totals.

  Reviewed Randyrama 15 views 0 comments 2 points Most recent by Randyrama August 2025Product Enhancements
• 
  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 24 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
• 
  Budget reports vs Budget on screen

  Closed scott62556 48 views 2 comments 0 points Most recent by Gary DeShazo August 2025Budgeting and Planning Tools (Windows)
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  BUG REPORT: Register Export renames Payee column to Description. This is wrong.

  Answered Closed Rich Lysakowski 67 views 3 comments 0 points Most recent by UKR August 2025New to Quicken/Getting Started (Windows)
• 
  Preferences for default columns in a subreport?

  Closed Joseph Witkin 28 views 2 comments 0 points Most recent by Joseph Witkin August 2025Reports (Windows)
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  Status of "Everything Else" Category and amounts in Budget to Actual Reports

  Closed pgavon 35 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  31

  Up
  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 1K views 23 comments 31 points Most recent by mwada August 2025Reports
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 150 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
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  Creating a pie chart with all assets including those listed in banking investing & property and debt

  Answered Closed eternalthe 74 views 3 comments 0 points Most recent by Jim_Harman July 2025New to Quicken/Getting Started (Windows)
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  Budget report filter to see non-budgeted, non-zero categories

  Closed pmidbust 24 views 1 comment 1 point Most recent by Chris_QPW July 2025Reports (Windows)
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  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 121 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
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  Reports-Spending by Category Incorrect

  Closed Tom G 228 views 14 comments 0 points Most recent by Jim_Harman July 2025Reports (Windows)