Reports

Discussion List

• 
  Can we please move from old school boring reports to powerful insight generation prompting?

  Answered Closed bembolado 42 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Reports (Windows)
• 
  After creating detailed Help trouble report, error about too many attachments wipes it out.

  Accepted Answer Closed leishirsute 42 views 3 comments 0 points Most recent by leishirsute September 2025Download, Add/Update Accounts (Windows)
• 
  "My Saved Reports & Graphs" folder shows incorrect report

  Closed MaryEason 61 views 3 comments 0 points Most recent by deriter September 2025Reports (Windows)
• 
  My Quicken reports have different balances than the General Ledger. The GL is correct!!

  Answered Closed Doubleb 81 views 2 comments 0 points Most recent by Quicken Anja September 2025Reports (Windows)
• 
  Capital Gains Report - display total shares

  Closed FredArthur 21 views 1 comment 0 points Most recent by q_lurker August 2025Investing (Windows)
• 
  Cash Flow Report-error with budget totals

  Closed rmk28027 41 views 4 comments 0 points Most recent by rmk28027 August 2025Reports (Windows)
• 
  Uncategorized transactions

  Accepted Answer Closed Don Awalt 201 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)
• 
  Como corrigir erro no relatório de transações diárias? Quicken for Windows 6 [Edited]

  Accepted Answer Closed Financeiro RTI 121 views 5 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
• 
  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 61 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
• 
  Account Balance Report doesn't agree with Register

  Answered cooperhs 91 views 5 comments 0 points Most recent by cooperhs August 2025Reports (Windows)
• 
  Report on Investment Options

  Closed mark-s 201 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
• 
  How to create a spending report per credit card

  Answered Closed Adventurer 151 views 2 comments 0 points Most recent by [Deleted User] August 2025Reports (Windows)
• 
  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 211 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
• 
  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 21 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
• 
  BUG REPORT: Register Export renames Payee column to Description. This is wrong.

  Answered Closed Rich Lysakowski 71 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 21 views 2 comments 0 points Most recent by Joseph Witkin August 2025Reports (Windows)
• 
  Status of "Everything Else" Category and amounts in Budget to Actual Reports

  Closed pgavon 41 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
• 
  32

  Up
  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 1.1K views 23 comments 32 points Most recent by mwada August 2025Reports
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 193 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
• 
  Creating a pie chart with all assets including those listed in banking investing & property and debt

  Answered Closed eternalthe 101 views 3 comments 0 points Most recent by Jim_Harman July 2025New to Quicken/Getting Started (Windows)
• 
  Budget report filter to see non-budgeted, non-zero categories

  Closed pmidbust 21 views 1 comment 1 point Most recent by Chris_QPW July 2025Reports (Windows)
• 
  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 171 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
• 
  Reports-Spending by Category Incorrect

  Closed Tom G 316 views 14 comments 0 points Most recent by Jim_Harman July 2025Reports (Windows)