Reports

Discussion List

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  42

  Up
  Add ability to save and re-use customized date ranges (6 Legacy Votes, 24 Merged Votes)

  Under Consideration smayer97 583 views 41 comments 42 points Most recent by Chuck56 February 17Reports
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  Win 11 migrated reports date filtering not working

  Answered Marty-P 16 views 1 comment 0 points Most recent by UKR February 17Reports (Windows)
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  2

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  Add Category Groups to the Spending Itemized Categories Report

  Reviewed JayWT 21 views 0 comments 2 points Most recent by JayWT February 15Reports
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  Investment Cash Account does not match statement, Split ContribX entries

  Closed DonBoy 78 views 8 comments 0 points Most recent by Quicken Kristina February 13Investing (Windows)
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  22

  Up
  Quicken Mac produce a report on CD maturity dates

  Reviewed Garry@ 876 views 32 comments 22 points Most recent by Gary Virshup February 12Reports
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  27

  Up
  Report Colors (Q Mac)

  Reviewed Donald E. Kaye 337 views 18 comments 27 points Most recent by Quicken Anja February 12Reports
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  4

  Up
  Allow export of a report in a normalized excel format

  Reviewed elorimer 60 views 3 comments 4 points Most recent by Don406 February 11Reports
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  2

  Up
  Split tags need to be included in tag reports

  Reviewed anntms 12 views 0 comments 2 points Most recent by anntms February 8Reports
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  Cash Flow Report not showing all sub categories

  Answered Closed jrbanach 30 views 2 comments 0 points Most recent by jrbanach February 8Reports (Windows)
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  all my saved reports are gone. Please help

  Answered Closed Steve Feder 42 views 4 comments 0 points Most recent by Quicken Alyssa February 8Errors and Troubleshooting (Windows)
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  Summary not complete

  Answered Closed Riky 22 views 4 comments 0 points Most recent by RalphC February 7Errors and Troubleshooting (Windows)
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  Health Savings Account

  Closed CheeseheadInParadise 30 views 2 comments 0 points Most recent by CheeseheadInParadise February 5Budgeting and Planning Tools (Mac)
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  5

  Up
  Dates needed to sort saved reports

  Reviewed Happy Nappy Pappy 19 views 2 comments 5 points Most recent by Don406 February 4Reports
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  32

  Up
  Tax Reports Should Contain current 1040 tax schedules, such as 1, 2 and 3

  Reviewed bbethke 340 views 13 comments 32 points Most recent by Boatnmaniac January 31Reports
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  Net Worth Report showing negative balances for zero balanced accounts

  Closed LostCanuck 84 views 9 comments 0 points Most recent by Quicken Kristina January 31Reports (Windows)
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  1

  Up
  Allow addition of a user-defined column to spending report

  Reviewed rteasda 15 views 1 comment 1 point Most recent by Jim_Harman January 31Reports
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  Current vs Average Category Report - total is incorrect

  Closed Keith Davis 23 views 6 comments 0 points Most recent by Keith Davis January 31Reports (Windows)
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  7

  Up
  Please add the Category, Tag, and Memo fields to the Bill and Income reminder list

  Reviewed Chuck56 67 views 6 comments 7 points Most recent by Randy 415 January 30Reports
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  Year end reconciliation Income to expenses (Q Mac)

  Closed rawilkinson 50 views 4 comments 0 points Most recent by jacobs January 30Registers & Transactions (Mac)
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  1

  Up
  Mileage Tracker line in Cash Flow Report

  Reviewed wjochem 16 views 0 comments 1 point Most recent by wjochem January 29Product Enhancements
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  Why doesn't the Cash Flow report default to include transfers?

  Answered ✓ Closed Michael Rosen 47 views 5 comments 0 points Most recent by Jim_Harman January 26Reports (Windows)
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  1

  Up
  Curious experiment using long-term Quicken data — would love feedback

  Reviewed MannyC 331 views 13 comments 1 point Most recent by Chris_QPW January 26Reports
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  The infamous non-totaling Budget Report by Category Group

  Closed sNashville 85 views 9 comments 0 points Most recent by Quicken Kristina January 25Reports (Windows)
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  What is the difference between the Current Budget and Historical Budget reports?

  Answered Closed Jeff Bean 37 views 3 comments 0 points Most recent by Quicken Kristina January 25Budgeting and Planning Tools (Windows)
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  1

  Up
  Add a pie chart to the Net Worth report

  Jeff76 23 views 1 comment 1 point Most recent by Jim_Harman January 25Reports
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  36

  Up
  Need account register report (and export) without split detail

  Under Consideration jacobs 1.3K views 33 comments 36 points Most recent by jacobs January 24Reports
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  2

  Up
  Graph for Net Worth By Year

  Reviewed Herb A 13 views 1 comment 2 points Most recent by jacobs January 24Reports
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  1

  Up
  Add option to automatically exclude zero dollar accounts to all reports [Edited] (Q Mac)

  Reviewed TJReader 12 views 2 comments 1 point Most recent by Frank O'Neil January 22Reports
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  5

  Up
  FBAR Report Improvements Needed

  Reviewed JHawk1984 106 views 13 comments 5 points Most recent by BK January 21Reports