Reports

Discussion List

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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 60 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 33 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 131 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 469 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 14 views 0 comments 2 points Most recent by RickWackernagel December 2025Reports
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  Tagged transactions not appearing in reports

  Answered ✓ Closed Kevin45 35 views 2 comments 0 points Most recent by Kevin45 December 2025Errors and Troubleshooting (Mac)
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  Everything Else budget category

  Closed Bananabowl 126 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 28 views 1 comment 2 points Most recent by Jim_Harman December 2025Reports
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  Add Footer Comment in Reports

  Reviewed WRSUPERVISOR 16 views 0 comments 2 points Most recent by WRSUPERVISOR December 2025Reports
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  8

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  New Budget Report that only shows budget values [Edited]

  Reviewed ray pingle 94 views 3 comments 8 points Most recent by James Nail December 2025Reports
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  Add Projected Cash Flow Report [Edited]

  Reviewed Danny1329 16 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 160 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 56 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 64 views 4 comments 0 points Most recent by Tom Young December 2025Reports (Windows)
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  Income by Security Report

  Reviewed GTmem 45 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 33 views 3 comments 4 points Most recent by gsdubz December 2025Reports
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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 53 views 4 comments 7 points Most recent by EDacho December 2025Investments
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  Budget Comparison Report

  Reviewed alaria10 13 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 131 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 13 views 2 comments 1 point Most recent by Bob@45 December 2025Reports
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  Spending Report

  Answered ✓ brettossman 43 views 3 comments 0 points Most recent by robertmills03255 November 2025Reports (Windows)
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  1

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  Accounts Summary Report - Hide Closed Option

  Reviewed eichmat 21 views 2 comments 1 point Most recent by Quicken Alyssa November 2025Reports
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  1

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  Be able to assign _ income categories to a parent

  Reviewed cm_blk 34 views 2 comments 1 point Most recent by cm_blk November 2025Display/UI