Reports

Discussion List

• 
  Current vs Average Category Report - total is incorrect

  Closed Keith Davis 61 views 6 comments 0 points Most recent by Keith Davis January 31Reports (Windows)
• 
  Year end reconciliation Income to expenses (Q Mac)

  Closed rawilkinson 51 views 4 comments 0 points Most recent by jacobs January 30Registers & Transactions (Mac)
• 
  Why doesn't the Cash Flow report default to include transfers?

  Accepted Answer Closed Michael Rosen 187 views 5 comments 0 points Most recent by Jim_Harman January 26Reports (Windows)
• 
  The infamous non-totaling Budget Report by Category Group

  Closed sNashville 181 views 9 comments 0 points Most recent by Quicken Kristina January 25Reports (Windows)
• 
  What is the difference between the Current Budget and Historical Budget reports?

  Answered Closed Jeff Bean 72 views 3 comments 0 points Most recent by Quicken Kristina January 25Budgeting and Planning Tools (Windows)
• 
  Graph for Net Worth By Year

  Herb A 31 views 1 comment 3 points Most recent by jacobs January 24Budgeting and Planning Tools (Mac)
• 
  Need to subtotal income by customer

  Closed entrack 61 views 4 comments 0 points Most recent by Quicken Anja January 20Reports (Windows)
• 
  Report does not include all splits

  Answered Closed longtimeuser70 101 views 4 comments 0 points Most recent by longtimeuser70 January 19Reports (Mac)
• 
  21

  Up
  Budget Report to Include Rollovers (3 legacy votes)

  Reviewed Joseph Hanna 1.1K views 16 comments 21 points Most recent by sjb January 18Reports
• 
  Report skipping a Transaction because it is *from* an excluded account

  Answered Closed HopeAndShawn 21 views 2 comments 0 points Most recent by Jim_Harman January 16Reports (Windows)
• 
  Greyed-Out Page Scaling; A Workaround for Printing Proper Reports

  Closed nkhuval 151 views 3 comments 1 point Most recent by q_lurker January 16Errors and Troubleshooting (Windows)
• 
  Excluding hidden and separate account from Security Detail View transaction history

  Accepted Answer Ed Mooney 61 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
• 
  Sankey charts for Quicken Classic for Windows

  Closed mgkahn 282 views 4 comments 2 points Most recent by elorimer January 10Reports (Windows)
• 
  SoldX from IRA not showing as 1099-R taxable distribution

  Answered Closed DoctorBrown 451 views 18 comments 1 point Most recent by Boatnmaniac January 8Reports (Windows)
• 
  Year view of budget

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

  Accepted Answer Closed Mark Shafton 341 views 21 comments 0 points Most recent by LLV January 7Reports (Windows)
• 
  30

  Up
  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
• 
  Why does Tax Schedule Report include realized gains in IRA account?

  Answered Closed SVanDee 61 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
• 
  Grouping a Spending Report

  Answered Closed brettossman 51 views 3 comments 0 points Most recent by brettossman January 5Reports (Windows)
• 
  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)
• 
  Lifetime overview report with tags

  Answered Closed R38.29 31 views 2 comments 0 points Most recent by Quicken Kristina January 2Reports (Windows)
• 
  What is the best way to create a new data file for 2026 using accounts from current data file?

  Answered Closed three_jeeps 181 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
• 
  22

  Up
  Credit Card Utilization Displayed In Account Summary Report (+14 Merged Votes)

  Under Consideration wood.brandon88 551 views 11 comments 22 points Most recent by kelleycm December 2025Reports
• 
  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 63 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)