Reports

Discussion List

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  Net Worth Categories - add configuration options [Edited]

  Reviewed TJReader 14 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 42 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 11 views 0 comments 2 points Most recent by Jamie R January 15Reports
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  Quicken graphs need an event timeline

  Reviewed skeleton567 12 views 0 comments 2 points Most recent by skeleton567 January 13Investments
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  Sankey charts for Quicken Classic for Windows

  Closed mgkahn 151 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 326 views 18 comments 1 point Most recent by Boatnmaniac January 8Reports (Windows)
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  Add Bills & Income Options to Reports [Edited/Merged Ideas]

  Reviewed Tulear 58 views 6 comments 6 points Most recent by jacobs January 8Reports
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  Year view of budget

  Answered Closed CatO123 51 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 212 views 21 comments 0 points Most recent by LLV January 7Reports (Windows)
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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 44 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
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  Grouping a Spending Report

  Answered Closed brettossman 42 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 36 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 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 128 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 13 views 0 comments 2 points Most recent by jdlaw24 December 2025Reports
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  Credit Card Utilization Displayed In Account Summary Report (+14 Merged Votes)

  Under Consideration wood.brandon88 458 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 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 122 views 2 comments 0 points Most recent by Quicken Kristina December 2025Budgeting and Planning Tools (Windows)
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  Comparison Report for Net Worth with $ and % diff.

  Reviewed fcraigs1 12 views 1 comment 2 points Most recent by jacobs December 2025Reports
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  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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  Add Footer Comment in Reports

  Reviewed WRSUPERVISOR 11 views 0 comments 2 points Most recent by WRSUPERVISOR December 2025Reports
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  New Budget Report that only shows budget values [Edited]

  Reviewed ray pingle 92 views 3 comments 7 points Most recent by James Nail December 2025Reports
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  Add Projected Cash Flow Report [Edited]

  Reviewed Danny1329 12 views 0 comments 1 point Most recent by Danny1329 December 2025Manage Accounts and Transactions
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 141 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 52 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)