Reports

9

fix saved report management - needs modernization

Reviewed xtexan 75 views 9 comments 9 points Most recent by Jim_Harman April 27Reports

Report Errors

Answered Closed Fat Stax 43 views 4 comments 0 points Most recent by Quicken Laura April 27Errors and Troubleshooting (Windows)

HELOC with the "Account Intent" as a "Liability", but grouped with Credit Cards in NW report

Answered toph36 21 views 1 comment 0 points Most recent by Tom Young April 26Errors and Troubleshooting (Windows)

Category Type column when customizing reports in R67.7

BK 84 views 3 comments 1 point Most recent by Quicken Kristina April 25Reports (Windows)

11

custom graph / report on dashboard

Reviewed rdt1 149 views 6 comments 11 points Most recent by jacobs April 25Reports

Standard Tax Item Reports like Sch A and Sch B are empty

Ray 44 views 2 comments 0 points Most recent by Ray April 24Reports (Windows)

1

Ability to add Portfolio Value report information to Dashboard [Edited]

Reviewed barryi 52 views 5 comments 1 point Most recent by barryi April 23Reports

2

Allow, create a method to Export / Import Saved Reports > Quicken file to Quicken file

Reviewed MishawakaKirk 22 views 0 comments 2 points Started by MishawakaKirk April 22 Reports

146

Actual vs. Budgeted Reports: customize date range and get comparisons (Q Mac) (13 Legacy Votes)

Planned Quicken Community 8.9K views 213 comments 146 points Most recent by Quicken Carlos April 21Budget and Planning Tools

Filtering Reports by TAGS not available in the Starter Version.

Kaufam7 11 views 1 comment 0 points Most recent by NotACPA April 21Reports (Windows)

7

Enhanced Category and Tag Integration in Reports

Reviewed spk5512 56 views 4 comments 7 points Most recent by Jim_Harman April 18Reports

can you set spending report to show zero categories

Answered VGORnovice 21 views 1 comment 0 points Most recent by NotACPA April 18Reports (Windows)

Roadmap for Quicken Classic for Mac

Answered Paul Galley 43 views 2 comments 0 points Most recent by jacobs April 17Budgeting and Planning Tools (Mac)

How does the Planning tab pull data?

Answered Closed CL Anderson 73 views 4 comments 0 points Most recent by Quicken Kristina April 17Budgeting and Planning Tools (Windows)

Changing Report Dates - Report Runs Twice

Answered Closed Snakebit12 122 views 13 comments 0 points Most recent by Quicken Kristina April 17Reports (Windows)

Hidden Categories automatically selected in reports

dkdavis1 51 views 3 comments 0 points Most recent by Quicken Kristina April 17Reports (Windows)

Error in Category reports

acs2 150 views 16 comments 0 points Most recent by Quicken Carlos April 17Reports (Windows)

Serious bugs in Reports filtered by Category

thompson87 157 views 9 comments 0 points Most recent by Quicken Laura April 16Errors and Troubleshooting (Windows)

2

Fix assumptions report that includes wrong investments

New IzzyPWD 11 views 0 comments 2 points Started by IzzyPWD April 16 Budget and Planning Tools

9

When viewing split transactions in a report, show total of entire transaction.

Reviewed spamspambacon 85 views 4 comments 9 points Most recent by q_lurker April 15Reports

3

Printing Statements with over 500 customers in the history

Reviewed RVicker 35 views 2 comments 3 points Most recent by UKR April 14Reports

33

Graphs Should Allow for non-Zero Y-axis

Reviewed John Larsen 502 views 16 comments 33 points Most recent by rhoadester99 April 14Reports

Please make "Customize Tax Year" window in Reports bigger/sizeable

Closed jonnathanfrid 33 views 3 comments 0 points Most recent by Jim_Harman April 12Errors and Troubleshooting (Windows)

1

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

Reviewed J_Rapp 41 views 5 comments 1 point Most recent by J_Rapp April 11Investments

Reports

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