Reports

Discussion List

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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 126 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Offer budget reporting including carry-over totals.

  Reviewed Randyrama 11 views 0 comments 2 points Started by Randyrama August 2025 Product Enhancements
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  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 21 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
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  Budget reports vs Budget on screen

  Closed scott62556 45 views 2 comments 0 points Most recent by Gary DeShazo August 2025Budgeting and Planning Tools (Windows)
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  BUG REPORT: Register Export renames Payee column to Description. This is wrong.

  Answered Closed Rich Lysakowski 65 views 3 comments 0 points Most recent by UKR August 2025New to Quicken/Getting Started (Windows)
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  Preferences for default columns in a subreport?

  Closed Joseph Witkin 22 views 2 comments 0 points Most recent by Joseph Witkin August 2025Reports (Windows)
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  Status of "Everything Else" Category and amounts in Budget to Actual Reports

  Closed pgavon 37 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  Support for subtotalling by individual date

  Reviewed Alan5 13 views 1 comment 1 point Most recent by Jim_Harman August 2025Reports
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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 942 views 23 comments 30 points Most recent by mwada August 2025Reports
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  Report to Show Only All Outflows

  Closed bayoyong 23 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Reports (Mac)
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  Please add the columns Unit Cost and Unit Gross Price to Capital Gains reports

  Reviewed J_Rapp 14 views 0 comments 1 point Started by J_Rapp August 2025 Investments
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  "Lock this report" does not work

  Closed Jeffrey Jones 119 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
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  Creating a pie chart with all assets including those listed in banking investing & property and debt

  Answered Closed eternalthe 44 views 3 comments 0 points Most recent by Jim_Harman July 2025New to Quicken/Getting Started (Windows)
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  Budget report filter to see non-budgeted, non-zero categories

  Closed pmidbust 12 views 1 comment 1 point Most recent by Chris_QPW July 2025Reports (Windows)
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  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 87 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
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  Asset Allocation Reports for Quicken Mac (as on Quicken 2007/Windows) (14 merged votes)

  Under Consideration Closed Quicken Community 2.1K views 51 comments 154 points Most recent by jacobs July 2025Investments
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  Cash Flow Report

  David Green 32 views 0 comments 1 point Started by David Green July 2025 Reports
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  Reports-Spending by Category Incorrect

  Closed Tom G 168 views 14 comments 0 points Most recent by Jim_Harman July 2025Reports (Windows)
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  Filtering or Selecting Payees by search or wildcard (Q Mac)

  Closed Brent 33 views 4 comments 0 points Most recent by UKR July 2025Reports (Mac)
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  trouble getting transactions in another account to appear in business report

  Answered Closed kwandrei 11 views 1 comment 0 points Most recent by UKR July 2025Reports (Windows)
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  Business Income vs. Expenses Report not accurate

  Answered ✓ Closed Harvey Randall 54 views 5 comments 0 points Most recent by [Deleted User] July 2025Business and Rental Property Tools (Windows)
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  Report by Credit Card Cycle

  Closed QuickAlex 43 views 3 comments 0 points Most recent by mshiggins July 2025Reports (Windows)
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  I've got a bug in reports for budget vs actual. I get a catch all category in the wrong place.

  Answered Closed jill2025 97 views 5 comments 0 points Most recent by Quicken Jasmine July 2025Budgeting and Planning Tools (Windows)
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  CvrSht transaction Not Working

  Answered Closed CarriM 11 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)
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  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 254 views 10 comments 15 points Most recent by tivolo July 2025Investments
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  Save Report to Excel (xlsx) on Exit

  Answered Closed rkmorris 128 views 8 comments 0 points Most recent by rkmorris July 2025Reports (Windows)
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  Reports No Longer Save without all Cents

  Closed CMRater 214 views 13 comments 0 points Most recent by William Marsh July 2025Reports (Windows)
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  Allow Report Folder Hierarchy (folder in folder)

  Reviewed PuddinHead 11 views 0 comments 1 point Started by PuddinHead July 2025 Reports
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  Can a Quicken Standard Report be Restored?

  Answered Closed Karen D 11 views 1 comment 0 points Most recent by [Deleted User] July 2025Reports (Windows)