Reports

Discussion List

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  SoldX from IRA not showing as 1099-R taxable distribution

  Answered Closed DoctorBrown 412 views 18 comments 1 point Most recent by Boatnmaniac January 8Reports (Windows)
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  Year view of budget

  Answered Closed CatO123 71 views 4 comments 0 points Most recent by CatO123 January 8Budgeting and Planning Tools (Mac)
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  Known Report Problems??

  Answered ✓ Closed Mark Shafton 291 views 21 comments 0 points Most recent by LLV January 7Reports (Windows)
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  Export "All Transaction" to Excel - split categories are formatted incorrectly

  Reviewed mjbank 1.3K views 13 comments 30 points Most recent by UKR January 6Product Enhancements
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  Why does Tax Schedule Report include realized gains in IRA account?

  Answered Closed SVanDee 52 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
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  Grouping a Spending Report

  Answered Closed brettossman 41 views 3 comments 0 points Most recent by brettossman January 5Reports (Windows)
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  PNC Bank: 1/1/2026 OSU Downloads

  Answered Closed Boatnmaniac 71 views 4 comments 0 points Most recent by BK January 3Download, Add/Update Accounts (Windows)
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  Lifetime overview report with tags

  Answered Closed R38.29 31 views 2 comments 0 points Most recent by Quicken Kristina January 2Reports (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 172 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 522 views 11 comments 22 points Most recent by kelleycm December 2025Reports
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 211 views 8 comments 4 points Most recent by Rob328 December 2025Investments
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  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 51 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
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  how to track loan payment received to show as income

  Closed JJClarke 93 views 4 comments 0 points Most recent by Tom Young December 2025Reports (Windows)
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 191 views 13 comments 0 points Most recent by q_lurker December 2025Errors and Troubleshooting (Windows)
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  Spending Report

  Answered ✓ brettossman 41 views 3 comments 0 points Most recent by robertmills03255 November 2025Reports (Windows)
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  Net worth reports corrupted by Paycheck Wizard programming error

  Closed neiltramel 72 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Reports (Windows)
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  Business Cash Flow Report Not Calculating Properly

  Answered Closed moneymultiplier 51 views 1 comment 5 points Most recent by Quicken Kristina November 2025Business and Rental Property Tools (Mac)
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  In Spending by Category report, split transactions display as Uncategorized

  Answered Closed ktpmm5 31 views 1 comment 0 points Most recent by Jim_Harman November 2025Reports (Windows)
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  Report is missing transactions from the closed account.

  Answered Closed aluss.2008 1 view 1 comment 0 points Most recent by UKR November 2025Reports (Windows)
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  How do I get the Cash Flow report to show the Principal amount of a loan

  Answered Closed mshenhouse 41 views 1 comment 0 points Most recent by UKR November 2025Reports (Windows)
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  Net worth report

  Closed anouck212 21 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Anomalous Behavior of Spending by Category Report

  Closed pablomiller 221 views 9 comments 0 points Most recent by pablomiller October 2025Reports (Windows)
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  Hide All Subcategories Really Hide ALL Subcategories

  Answered Closed kleinfelter 211 views 10 comments 0 points Most recent by pablomiller October 2025Reports (Windows)