Reports

Discussion List

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  Toolbar Reports

  Reviewed FredArthur 43 views 4 comments 1 point Most recent by FredArthur January 21Reports
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  Need to subtotal income by customer

  entrack 43 views 4 comments 0 points Most recent by Quicken Anja January 20Reports (Windows)
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  Actual vs. Budgeted Reports: customize date range and get comparisons (Q Mac) (13 Legacy Votes)

  Planned Quicken Community 8.7K views 209 comments 145 points Most recent by ksan January 20Budget and Planning Tools
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  Report does not include all splits

  Answered longtimeuser70 54 views 4 comments 0 points Most recent by longtimeuser70 January 19Reports (Mac)
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  Need detailed transaction report by business (Q Mac)

  Greydog9928 1 view 0 comments 1 point Started by Greydog9928 January 18 Rental Properties and Business Tools
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  Budget Report to Include Rollovers (3 legacy votes)

  Reviewed Joseph Hanna 1K views 16 comments 21 points Most recent by sjb January 18Reports
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  Report skipping a Transaction because it is *from* an excluded account

  Answered HopeAndShawn 23 views 2 comments 0 points Most recent by Jim_Harman January 16Reports (Windows)
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  Why will my reports not stay as they are saved?

  Answered Donnette 23 views 1 comment 0 points Most recent by Quicken Kristina January 16Reports (Mac)
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  Greyed-Out Page Scaling; A Workaround for Printing Proper Reports

  nkhuval 33 views 3 comments 1 point Most recent by q_lurker January 16Errors and Troubleshooting (Windows)
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  Budget Report Export Category wrong

  jtgostars 22 views 4 comments 0 points Most recent by Quicken Kristina January 16Budgeting and Planning Tools (Windows)
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  Net Worth Categories - add configuration options [Edited]

  Reviewed TJReader 12 views 1 comment 1 point Most recent by jacobs January 16Reports
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 42 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  column widths for reports

  Reviewed dave hulett 965 views 22 comments 41 points Most recent by Jim_Harman January 12Reports
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  Sankey charts for Quicken Classic for Windows

  Closed mgkahn 108 views 4 comments 2 points Most recent by elorimer January 10Reports (Windows)
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  SoldX from IRA not showing as 1099-R taxable distribution

  Answered Closed DoctorBrown 291 views 18 comments 1 point Most recent by Boatnmaniac January 8Reports (Windows)
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  Add Bills & Income Options to Reports [Edited/Merged Ideas]

  Reviewed Tulear 51 views 6 comments 6 points Most recent by jacobs January 8Reports
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  Year view of budget

  Answered Closed CatO123 44 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 184 views 21 comments 0 points Most recent by LLV January 7Reports (Windows)
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  Report ALL balances by Financial Institution

  Reviewed EmKay 91 views 3 comments 4 points Most recent by Dimitri11 January 6Reports
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  Export "All Transaction" to Excel - split categories are formatted incorrectly

  Reviewed mjbank 1.2K views 13 comments 28 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 40 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
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  Grouping a Spending Report

  Answered Closed brettossman 44 views 3 comments 0 points Most recent by brettossman January 5Reports (Windows)
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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 477 views 15 comments 31 points Most recent by Jim_Harman January 4Reports
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  Enhanced Category and Tag Integration in Reports

  Reviewed spk5512 24 views 0 comments 2 points Started by spk5512 January 4 Reports
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  PNC Bank: 1/1/2026 OSU Downloads

  Answered Closed Boatnmaniac 44 views 4 comments 0 points Most recent by BK January 3Download, Add/Update Accounts (Windows)
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  Why Does Schedule E Report Lump Some Properties Together?

  Closed Royalg 35 views 2 comments 0 points Most recent by Royalg January 3Business and Rental Property Tools (Windows)
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  Everything Else & Budget Reporting - Ticket(s) Closed? [Mod Note: Keep Thread Open]

  Dom1 256 views 14 comments -1 point Most recent by Pedro504 January 2Budgeting and Planning Tools (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 107 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
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  would like to create a report comparing online balance and ending balance

  Reviewed jdlaw24 11 views 0 comments 1 point Started by jdlaw24 December 2025 Reports