Reports

Discussion List

• 
  Report on Investment Options

  Closed mark-s 182 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 142 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 181 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  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)
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  BUG REPORT: Register Export renames Payee column to Description. This is wrong.

  Answered Closed Rich Lysakowski 61 views 3 comments 0 points Most recent by UKR August 2025New to Quicken/Getting Started (Windows)
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  Preferences for default columns in a subreport?

  Closed Joseph Witkin 21 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 41 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  32

  Up
  Bond Maturity report needs improvement [edited]

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

  Closed Jeffrey Jones 171 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 91 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 22 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 152 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 272 views 14 comments 0 points Most recent by Jim_Harman July 2025Reports (Windows)
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  trouble getting transactions in another account to appear in business report

  Answered Closed kwandrei 11 views 1 comment 0 points Most recent by UKR July 2025Reports (Windows)
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  Report by Credit Card Cycle

  Closed QuickAlex 41 views 3 comments 0 points Most recent by mshiggins July 2025Reports (Windows)
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  CvrSht transaction Not Working

  Answered Closed CarriM 11 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)
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  16

  Up
  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 341 views 10 comments 16 points Most recent by tivolo July 2025Investments
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  Save Report to Excel (xlsx) on Exit

  Answered Closed rkmorris 161 views 8 comments 0 points Most recent by rkmorris July 2025Reports (Windows)
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  Reports No Longer Save without all Cents

  Closed CMRater 282 views 13 comments 0 points Most recent by William Marsh July 2025Reports (Windows)
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  Can a Quicken Standard Report be Restored?

  Answered Closed Karen D 11 views 1 comment 0 points Most recent by [Deleted User] July 2025Reports (Windows)
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  the ability to create a report directly from the Category List has been removed

  Closed RJH 141 views 9 comments 0 points Most recent by Boatnmaniac June 2025Reports (Windows)
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  Case status update

  Answered Closed dave344 11 views 1 comment 0 points Most recent by Quicken Kristina June 2025Reports (Windows)