Reports

Discussion List

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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 13 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 93 views 3 comments 7 points Most recent by James Nail December 2025Reports
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  Add Projected Cash Flow Report [Edited]

  Reviewed Danny1329 14 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 143 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)
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  how to track loan payment received to show as income

  Closed JJClarke 54 views 4 comments 0 points Most recent by Tom Young December 2025Reports (Windows)
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  Income by Security Report

  Reviewed GTmem 44 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  Make 'Lookup' feature more than single return

  Reviewed ispoton2 3 views 0 comments 1 point Most recent by ispoton2 December 2025Reports
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  Add Report Export to Excel file option (better than just CSV)

  Reviewed gsdubz 32 views 3 comments 4 points Most recent by gsdubz December 2025Reports
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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 52 views 4 comments 7 points Most recent by EDacho December 2025Investments
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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 113 views 13 comments 0 points Most recent by q_lurker December 2025Errors and Troubleshooting (Windows)
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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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  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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  Be able to assign _ income categories to a parent

  Reviewed cm_blk 31 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 53 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 23 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 118 views 8 comments 0 points Most recent by Quicken Kristina November 2025Reports (Windows)
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  Printing Account Details - Need to enable word wrap for the Comments section [Edited]

  Reviewed Robert Keesecker 32 views 1 comment 6 points Most recent by UserDavidC November 2025Printing
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  Balance Sheet report that automatically calculate year-over-year differences.

  mnorton 21 views 0 comments 2 points Most recent by mnorton November 2025Reports