Reports

Discussion List

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  "My Saved Reports & Graphs" folder shows incorrect report

  Closed MaryEason 32 views 3 comments 0 points Most recent by deriter September 2025Reports (Windows)
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  Mac Quicken - Consolidation of multiple currency reporting

  Reviewed S. Gordon Harwood 24 views 1 comment 4 points Most recent by RTRhoade September 2025Canada Mac
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  My Quicken reports have different balances than the General Ledger. The GL is correct!!

  Answered Closed Doubleb 33 views 2 comments 0 points Most recent by Quicken Anja September 2025Reports (Windows)
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  Capital Gains Report - display total shares

  Closed FredArthur 21 views 1 comment 0 points Most recent by q_lurker August 2025Investing (Windows)
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  Cash Flow Report-error with budget totals

  Closed rmk28027 23 views 4 comments 0 points Most recent by rmk28027 August 2025Reports (Windows)
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  YTD budget / report option

  Reviewed Jbeach3 11 views 0 comments 1 point Started by Jbeach3 August 2025 Ideas for Mobile
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  Uncategorized transactions

  Answered ✓ Closed Don Awalt 111 views 6 comments 0 points Most recent by Don Awalt August 2025Investing (Windows)
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  Como corrigir erro no relatório de transações diárias? Quicken for Windows 6 [Edited]

  Answered ✓ Closed Financeiro RTI 73 views 5 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 41 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
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  Account Balance Report doesn't agree with Register

  Answered cooperhs 62 views 5 comments 0 points Most recent by cooperhs August 2025Reports (Windows)
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  Tagged Transfers Not Showing in Reports

  Answered ✓ Closed Josh3453 35 views 2 comments 0 points Most recent by Josh3453 August 2025Reports (Mac)
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  Report on Investment Options

  Closed mark-s 133 views 8 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  How to create a spending report per credit card

  Answered Closed Adventurer 74 views 2 comments 0 points Most recent by [Deleted User] August 2025Reports (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 135 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 42 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 61 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 21 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 34 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 11 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 957 views 23 comments 30 points Most recent by mwada August 2025Reports
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  Report to Show Only All Outflows

  Closed bayoyong 21 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 12 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 123 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 59 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 91 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 155 points Most recent by jacobs July 2025Investments