Reports

Discussion List

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  7

  Up
  New Budget Report that only shows budget values [Edited]

  Reviewed ray pingle 81 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 11 views 0 comments 1 point Started by Danny1329 December 2025 Manage Accounts and Transactions
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  31

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  Income & Expense as Sankey Chart

  Under Consideration Socrate 2.8K views 20 comments 31 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 121 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 51 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 32 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 31 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  1

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

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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 53 views 4 comments 7 points Most recent by EDacho December 2025Investments
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  4

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  Budget Comparison Report

  Reviewed alaria10 11 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 94 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 41 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 21 views 2 comments 2 points Most recent by Quicken Anja November 2025Reports
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  1

  Up
  Accounts Summary Report - Hide Closed Option

  Reviewed eichmat 22 views 2 comments 1 point Most recent by Quicken Alyssa November 2025Reports
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  1

  Up
  Be able to assign _ income categories to a parent

  Reviewed cm_blk 32 views 2 comments 1 point Most recent by cm_blk November 2025Display/UI
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  Net worth reports corrupted by Paycheck Wizard programming error

  Closed neiltramel 62 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Reports (Windows)
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  Business Cash Flow Report Not Calculating Properly

  Answered Closed moneymultiplier 51 views 1 comment 5 points Most recent by Quicken Kristina November 2025Business and Rental Property Tools (Mac)
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  In Spending by Category report, split transactions display as Uncategorized

  Answered Closed ktpmm5 21 views 1 comment 0 points Most recent by Jim_Harman November 2025Reports (Windows)
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  Tax Return's State Payment display in reports

  Answered ✓ Closed BK 101 views 8 comments 0 points Most recent by Quicken Kristina November 2025Reports (Windows)
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  6

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  Printing Account Details - Need to enable word wrap for the Comments section [Edited]

  Reviewed Robert Keesecker 31 views 1 comment 6 points Most recent by UserDavidC November 2025Printing
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  1

  Up
  Balance Sheet report that automatically calculate year-over-year differences.

  mnorton 21 views 0 comments 1 point Started by mnorton November 2025 Reports
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  Merged: Rollover Balances Included In Budget Reports

  Closed Joseph Hanna 11 views 0 comments 1 point Started by Joseph Hanna November 2025 Reports
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  4

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  Multiple Exchange rates by Currency

  Reviewed tjbsands 21 views 1 comment 4 points Most recent by Chris_QPW November 2025Product Enhancements
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  Report is missing transactions from the closed account.

  Answered Closed aluss.2008 1 view 1 comment 0 points Most recent by UKR November 2025Reports (Windows)
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  2

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  Fix Monitor Problem

  Reviewed 30yearuser 51 views 3 comments 2 points Most recent by BK November 2025Reports
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  14

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  Add sankey diagram showing income in and expenses out

  Reviewed prbsparx 101 views 3 comments 14 points Most recent by ak39 November 2025Product Enhancements
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  How do I get the Cash Flow report to show the Principal amount of a loan

  Answered Closed mshenhouse 31 views 1 comment 0 points Most recent by UKR November 2025Reports (Windows)
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  Net worth report

  Closed anouck212 21 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)