Reports

Discussion List

• 
  1

  Up
  Cash Flow Report

  David Green 31 views 0 comments 1 point Started by David Green July 2025 Reports
• 
  Reports-Spending by Category Incorrect

  Closed Tom G 177 views 14 comments 0 points Most recent by Jim_Harman July 2025Reports (Windows)
• 
  Filtering or Selecting Payees by search or wildcard (Q Mac)

  Closed Brent 32 views 4 comments 0 points Most recent by UKR July 2025Reports (Mac)
• 
  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)
• 
  Business Income vs. Expenses Report not accurate

  Answered ✓ Closed Harvey Randall 53 views 5 comments 0 points Most recent by [Deleted User] July 2025Business and Rental Property Tools (Windows)
• 
  Report by Credit Card Cycle

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

  Answered Closed jill2025 93 views 5 comments 0 points Most recent by Quicken Jasmine July 2025Budgeting and Planning Tools (Windows)
• 
  CvrSht transaction Not Working

  Answered Closed CarriM 13 views 1 comment 0 points Most recent by NotACPA July 2025Reports (Windows)
• 
  16

  Up
  Provide a report to simplify tax loss harvesting

  Reviewed Rocket J Squirrel 251 views 10 comments 16 points Most recent by tivolo July 2025Investments
• 
  Save Report to Excel (xlsx) on Exit

  Answered Closed rkmorris 132 views 8 comments 0 points Most recent by rkmorris July 2025Reports (Windows)
• 
  Reports No Longer Save without all Cents

  Closed CMRater 229 views 13 comments 0 points Most recent by William Marsh July 2025Reports (Windows)
• 
  1

  Up
  Allow Report Folder Hierarchy (folder in folder)

  Reviewed PuddinHead 11 views 0 comments 1 point Started by PuddinHead July 2025 Reports
• 
  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)
• 
  2

  Up
  A new report/view that lists accounts by Interest rates

  Reviewed Jeff76 73 views 4 comments 2 points Most recent by Jeff76 July 2025Reports
• 
  the ability to create a report directly from the Category List has been removed

  Closed RJH 96 views 9 comments 0 points Most recent by Boatnmaniac June 2025Reports (Windows)
• 
  Case status update

  Answered Closed dave344 11 views 1 comment 0 points Most recent by Quicken Kristina June 2025Reports (Windows)
• 
  9

  Up
  Folders with Subfolders in My Reports [Edited]

  Reviewed emmee2 32 views 1 comment 9 points Most recent by jacobs June 2025Reports
• 
  1

  Up
  Year End Summary (for Q Mac)

  Reviewed CraigD13 3 views 0 comments 1 point Started by CraigD13 June 2025 Reports
• 
  1

  Up
  Business Report: Open Invoices - Item Detail

  Reviewed Ashberrie 3 views 1 comment 1 point Most recent by Quicken Kristina June 2025Reports
• 
  1

  Up
  Aged Receivables summary

  fix it 12 views 1 comment 1 point Most recent by Quicken Kristina June 2025Reports
• 
  Multi-currency report support on Mac

  Closed dcbriand 68 views 2 comments 0 points Most recent by jacobs June 2025Reports (Mac)
• 
  Exchange rate on disposal of foreign shares

  Closed JdS67 72 views 5 comments 0 points Most recent by Quicken Jasmine June 2025All Things Canadian (Windows)
• 
  How to create and manage Emergency Fund?

  Answered Closed mikek753b 440 views 38 comments -1 point Most recent by mikek753b June 2025Budgeting and Planning Tools (Windows)
• 
  2

  Up
  Add Security Types and Investing Goals to HOME View

  Reviewed mikek753b 11 views 0 comments 2 points Started by mikek753b June 2025 Investments
• 
  R63.19 seems to have broken all spending reports

  Closed SomebodyInGNV 92 views 5 comments 0 points Most recent by SomebodyInGNV June 2025Reports (Windows)
• 
  Budget v. Actual YTD Custom Report not functioning properly

  Closed Tom Auer 182 views 11 comments 0 points Most recent by Quicken Anja June 2025Budgeting and Planning Tools (Windows)
• 
  Categories Won't Stay Unchecked in Customized Report

  Answered ✓ Closed kleinfelter 22 views 1 comment 0 points Most recent by kleinfelter May 2025Reports (Windows)