Reports

Discussion List

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  5

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  FBAR Report Improvements Needed

  Reviewed JHawk1984 119 views 13 comments 5 points Most recent by BK January 21Reports
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  1

  Up
  Toolbar Reports

  Reviewed FredArthur 47 views 4 comments 1 point Most recent by FredArthur January 21Reports
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  Need to subtotal income by customer

  Closed entrack 46 views 4 comments 0 points Most recent by Quicken Anja January 20Reports (Windows)
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  Report does not include all splits

  Answered Closed longtimeuser70 68 views 4 comments 0 points Most recent by longtimeuser70 January 19Reports (Mac)
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  1

  Up
  Need detailed transaction report by business (Q Mac)

  Greydog9928 2 views 0 comments 1 point Most recent by Greydog9928 January 18Rental Properties and Business Tools
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  21

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  Budget Report to Include Rollovers (3 legacy votes)

  Reviewed Joseph Hanna 1K views 16 comments 21 points Most recent by sjb January 18Reports
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  Report skipping a Transaction because it is *from* an excluded account

  Answered Closed HopeAndShawn 23 views 2 comments 0 points Most recent by Jim_Harman January 16Reports (Windows)
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  Greyed-Out Page Scaling; A Workaround for Printing Proper Reports

  Closed nkhuval 67 views 3 comments 1 point Most recent by q_lurker January 16Errors and Troubleshooting (Windows)
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  Budget Report Export Category wrong

  Closed jtgostars 23 views 4 comments 0 points Most recent by Quicken Kristina January 16Budgeting and Planning Tools (Windows)
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  1

  Up
  Net Worth Categories - add configuration options [Edited]

  Reviewed TJReader 12 views 1 comment 1 point Most recent by jacobs January 16Reports
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 43 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  Let user decide if tags should remain in order entered or be alphabetized in reports [Edited]

  Reviewed Jamie R 14 views 0 comments 2 points Most recent by Jamie R January 15Reports
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  2

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  Quicken graphs need an event timeline

  Reviewed skeleton567 15 views 0 comments 2 points Most recent by skeleton567 January 13Investments
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  Sankey charts for Quicken Classic for Windows

  Closed mgkahn 143 views 4 comments 2 points Most recent by elorimer January 10Reports (Windows)
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  SoldX from IRA not showing as 1099-R taxable distribution

  Answered Closed DoctorBrown 325 views 18 comments 1 point Most recent by Boatnmaniac January 8Reports (Windows)
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  6

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  Add Bills & Income Options to Reports [Edited/Merged Ideas]

  Reviewed Tulear 51 views 6 comments 6 points Most recent by jacobs January 8Reports
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  Year view of budget

  Answered Closed CatO123 58 views 4 comments 0 points Most recent by CatO123 January 8Budgeting and Planning Tools (Mac)
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  Known Report Problems??

  Answered ✓ Closed Mark Shafton 213 views 21 comments 0 points Most recent by LLV January 7Reports (Windows)
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  4

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  Report ALL balances by Financial Institution

  Reviewed EmKay 95 views 3 comments 4 points Most recent by Dimitri11 January 6Reports
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  28

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  Export "All Transaction" to Excel - split categories are formatted incorrectly

  Reviewed mjbank 1.2K views 13 comments 28 points Most recent by UKR January 6Product Enhancements
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  Why does Tax Schedule Report include realized gains in IRA account?

  Answered Closed SVanDee 42 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
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  Grouping a Spending Report

  Answered Closed brettossman 44 views 3 comments 0 points Most recent by brettossman January 5Reports (Windows)
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  PNC Bank: 1/1/2026 OSU Downloads

  Answered Closed Boatnmaniac 54 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 34 views 2 comments 0 points Most recent by Royalg January 3Business and Rental Property Tools (Windows)
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  Lifetime overview report with tags

  Answered Closed R38.29 32 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 125 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
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  would like to create a report comparing online balance and ending balance

  Reviewed jdlaw24 11 views 0 comments 1 point Most recent by jdlaw24 December 2025Reports
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  20

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

  Under Consideration wood.brandon88 452 views 11 comments 20 points Most recent by kelleycm December 2025Reports
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  Retain report Description when saving a previously saved report

  Reviewed RickWackernagel 12 views 0 comments 2 points Most recent by RickWackernagel December 2025Reports
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  Tagged transactions not appearing in reports

  Answered ✓ Closed Kevin45 33 views 2 comments 0 points Most recent by Kevin45 December 2025Errors and Troubleshooting (Mac)