Reports

Discussion List

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  31

  Up
  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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  2

  Up
  Enhanced Category and Tag Integration in Reports

  Reviewed spk5512 26 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 45 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 258 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 112 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
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  1

  Up
  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
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  20

  Up
  Credit Card Utilization Displayed In Account Summary Report (+14 Merged Votes)

  Under Consideration wood.brandon88 446 views 11 comments 20 points Most recent by kelleycm December 2025Reports
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  2

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  Retain report Description when saving a previously saved report

  Reviewed RickWackernagel 13 views 0 comments 2 points Started by RickWackernagel December 2025 Reports
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  Tagged transactions not appearing in reports

  Answered ✓ Closed Kevin45 32 views 2 comments 0 points Most recent by Kevin45 December 2025Errors and Troubleshooting (Mac)
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  Everything Else budget category

  Closed Bananabowl 107 views 2 comments 0 points Most recent by Quicken Kristina December 2025Budgeting and Planning Tools (Windows)
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  2

  Up
  Comparison Report for Net Worth with $ and % diff.

  Reviewed fcraigs1 11 views 1 comment 2 points Most recent by jacobs December 2025Reports
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  2

  Up
  Improvements to the UI for Reports - reduce scrolling & manual resizing [Edited]

  Reviewed JS10023 21 views 1 comment 2 points Most recent by Jim_Harman December 2025Reports
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  2

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  Add Footer Comment in Reports

  Reviewed WRSUPERVISOR 18 views 0 comments 2 points Started by WRSUPERVISOR December 2025 Reports
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  7

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  New Budget Report that only shows budget values [Edited]

  Reviewed ray pingle 85 views 3 comments 7 points Most recent by James Nail December 2025Reports
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  1

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  Add Projected Cash Flow Report [Edited]

  Reviewed Danny1329 12 views 0 comments 1 point Started by Danny1329 December 2025 Manage Accounts and Transactions
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  32

  Up
  Income & Expense as Sankey Chart

  Under Consideration Socrate 2.8K views 20 comments 32 points Most recent by Quicken Anja December 2025Reports
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  4

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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 125 views 8 comments 4 points Most recent by Rob328 December 2025Investments
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  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 54 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
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  how to track loan payment received to show as income

  Closed JJClarke 37 views 4 comments 0 points Most recent by Tom Young December 2025Reports (Windows)
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  1

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  Income by Security Report

  Reviewed GTmem 32 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  1

  Up
  Make 'Lookup' feature more than single return

  Reviewed ispoton2 2 views 0 comments 1 point Started by ispoton2 December 2025 Reports
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  3

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  Add Report Export to Excel file option (better than just CSV)

  Reviewed gsdubz 31 views 3 comments 3 points Most recent by gsdubz December 2025Reports
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  7

  Up
  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 52 views 4 comments 7 points Most recent by EDacho December 2025Investments
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  4

  Up
  Budget Comparison Report

  Reviewed alaria10 12 views 1 comment 4 points Most recent by doug kittredge December 2025Reports
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 96 views 13 comments 0 points Most recent by q_lurker December 2025Errors and Troubleshooting (Windows)
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  1

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  Option to exclude Closed accounts from Balance reports

  Reviewed Bob@45 12 views 2 comments 1 point Most recent by Bob@45 December 2025Reports
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  Spending Report

  Answered ✓ brettossman 42 views 3 comments 0 points Most recent by robertmills03255 November 2025Reports (Windows)
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  2

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  Is there a report that shows all 'flagged' transactions for 1 or more accounts?

  Doninthewater 22 views 2 comments 2 points Most recent by Quicken Anja November 2025Reports