Reports

Discussion List

• 
  8

  Up
  Quicken classic 'Dashboard' view using 'My Saved Reports'

  Reviewed Daniel Noel 218 views 5 comments 8 points Most recent by Quicken Kristina April 13Reports
• 
  Report Errors

  Answered Fat Stax 39 views 3 comments 0 points Most recent by Quicken Laura April 13Errors and Troubleshooting (Windows)
• 
  Please make "Customize Tax Year" window in Reports bigger/sizeable

  jonnathanfrid 31 views 3 comments 0 points Most recent by Jim_Harman April 12Errors and Troubleshooting (Windows)
• 
  1

  Up
  Please add the columns Unit Cost and Unit Gross Price to Capital Gains reports

  Reviewed J_Rapp 48 views 5 comments 1 point Most recent by J_Rapp April 11Investments
• 
  Securities & Cash Assigned to a business (Q Mac)

  Answered Nauset 86 views 7 comments 0 points Most recent by Quicken Kristina April 10Reports (Mac)
• 
  Why are there no pie charts for spending by category on MacOS but in the Quicken Classic iOS App?

  BobSc 32 views 2 comments 0 points Most recent by BobSc April 9Reports (Mac)
• 
  Detailed transaction report within business account (Q Mac)

  Answered ✓ brucknerdoc 68 views 8 comments 0 points Most recent by brucknerdoc April 9Reports (Mac)
• 
  1

  Up
  Trial Balance Report (Q Mac)

  Reviewed Mark USA 11 views 1 comment 1 point Most recent by jacobs April 8Rental Properties and Business Tools
• 
  Form 1040 Report Doesn’t Account for Estimated Tax Payments (Q Mac)

  RBC1 98 views 7 comments 0 points Most recent by Jim_Harman April 8Reports (Mac)
• 
  How to fix Income and Expense report? It shows MM sale as Income

  mikek753b 118 views 6 comments 0 points Most recent by Quicken Kristina April 7Reports (Windows)
• 
  5

  Up
  Mac Quicken - Consolidation of multiple currency reporting

  Reviewed S. Gordon Harwood 25 views 2 comments 5 points Most recent by Quicken Alyssa April 7Canada Mac
• 
  Business Balance Sheet Issue

  coryo 180 views 12 comments 0 points Most recent by WBC0316 April 7Reports (Mac)
• 
  Business Income Statement not showing client payments as income.

  Answered DinShawnee 41 views 5 comments 0 points Most recent by jacobs April 7Reports (Mac)
• 
  1

  Up
  Invoices showing Original Amount Due, Payments applied and final amout due

  Reviewed Schwa 6 views 0 comments 1 point Started by Schwa April 6 Rental Property and Business Tools
• 
  New categories showing up in old report, and cannot be removed

  thompson87 55 views 6 comments 0 points Most recent by thompson87 April 6Errors and Troubleshooting (Windows)
• 
  Register report balance is WAY off from actual register balance

  Closed Vince3 32 views 4 comments 0 points Most recent by Quicken Alyssa April 6Registers & Transactions (Windows)
• 
  2023 Memorized Payee Report vs 2026

  CowanInc 68 views 4 comments 0 points Most recent by Quicken Carlos April 6Reports (Windows)
• 
  restricted account

  Answered Smyrnavfdinc1989 15 views 1 comment 0 points Most recent by Tom Young April 5Registers & Transactions (Windows)
• 
  Everything Else & Budget Reporting - Ticket(s) Closed? [Mod Note: Keep Thread Open]

  Dom1 319 views 16 comments -1 point Most recent by Dom1 April 5Budgeting and Planning Tools (Windows)
• 
  1

  Up
  Fix "Earliest to Date" where ever its used (reports, accounts, graphs)

  Reviewed BRETTB 33 views 2 comments 1 point Most recent by BRETTB April 3Ideas for Windows Classic
• 
  2

  Up
  Feature Request: Add Optional “Future Projection” Toggle to support (Scheduled/Budget Transactions)

  186kmph 14 views 1 comment 2 points Most recent by Quicken Anja April 3Budget and Planning Tools
• 
  42

  Up
  Add ability to save and re-use customized date ranges (6 Legacy Votes, 25 Merged Votes)

  Under Consideration smayer97 650 views 45 comments 42 points Most recent by Quicken Anja April 3Reports
• 
  Merged: **Feature Request: Add “Today” Option for Dynamic End Date in Custom Report Ranges**

  Closed 186kmph 11 views 0 comments 0 points Most recent by smayer97 April 3Reports (Mac)
• 
  11

  Up
  Please: no report should default to "All Dates" - Default to "This Year" or "YTD" (Q Mac)

  Reviewed MontanaKarl 305 views 17 comments 11 points Most recent by MontanaKarl March 31Reports
• 
  42

  Up
  column widths for reports

  Reviewed dave hulett 1K views 25 comments 42 points Most recent by pablomiller March 31Reports
• 
  2

  Up
  Add ability to include specific "transfer to/from accounts" in Cash Flow report (Q Mac)

  Reviewed prbsparx 122 views 3 comments 2 points Most recent by Quicken Kristina March 31Reports
• 
  3

  Up
  Networth Report - Exclude Unrealized Gains

  Reviewed ramesh.baanu 33 views 3 comments 3 points Most recent by Quicken Kristina March 31Reports