Reports

Discussion List

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  Business reporting granularity

  Closed Trimedia 21 views 1 comment 1 point Most recent by UKR October 2025Business and Rental Property Tools (Mac)
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  Ability to change the Start Date of the week

  Reviewed atsob 23 views 0 comments 2 points Most recent by atsob October 2025Reports
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  Saved reports don’t save the “don’t show cents” option

  Closed iusdcm1 135 views 12 comments 0 points Most recent by Quicken Anja October 2025Reports (Windows)
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  3

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  Dashboard Filters Relate to Drill-Down

  Reviewed Sisyphus1967 11 views 0 comments 3 points Most recent by Sisyphus1967 October 2025Reports
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  1

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  Add Standard Account Filter for reports

  Reviewed Sisyphus1967 12 views 0 comments 1 point Most recent by Sisyphus1967 October 2025Reports
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  5

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  Three Feature Requests: Date Range; Shortcut; Import

  Reviewed ericg 31 views 1 comment 5 points Most recent by ziggy29 October 2025Product Enhancements
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  Problem with generating reports

  Answered Closed Dr. Pinnell 12 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Reports (Windows)
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  How can I see the category group in a report

  Answered ✓ Closed Helene 65 views 3 comments 0 points Most recent by Helene October 2025Reports (Windows)
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  2

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  Add value to graphing on loan accounts

  Reviewed tmkal 1 view 0 comments 2 points Most recent by tmkal September 2025Product Enhancements
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  Adding brokerage account messes up Net Worth reporting for OTHER accounts

  Closed aaciii 22 views 2 comments 0 points Most recent by Quicken Kristina September 2025Reports (Windows)
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  Eliminating "Everything Else" from Budget Reports

  Closed Rocket1 72 views 1 comment 0 points Most recent by Quicken Anja September 2025Budgeting and Planning Tools (Windows)
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  2

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  Ability to see everything in a single currency [Edited]

  Reviewed 47nine 21 views 0 comments 2 points Most recent by 47nine September 2025Product Enhancements
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  Quicken Classic Mac Business & Personal - Custom report based on invoiced clients

  Answered ✓ Closed Paul1 42 views 2 comments 0 points Most recent by Paul1 September 2025Reports (Mac)
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  Report Showing Average

  Reviewed davis.mc 42 views 5 comments 3 points Most recent by davis.mc September 2025Reports
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  Can we please move from old school boring reports to powerful insight generation prompting?

  Answered Closed bembolado 42 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Reports (Windows)
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  After creating detailed Help trouble report, error about too many attachments wipes it out.

  Answered ✓ Closed leishirsute 31 views 3 comments 0 points Most recent by leishirsute September 2025Download, Add/Update Accounts (Windows)
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  "My Saved Reports & Graphs" folder shows incorrect report

  Closed MaryEason 31 views 3 comments 0 points Most recent by deriter September 2025Reports (Windows)
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  My Quicken reports have different balances than the General Ledger. The GL is correct!!

  Answered Closed Doubleb 41 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 22 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 27 views 4 comments 0 points Most recent by rmk28027 August 2025Reports (Windows)
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  YTD budget / report option

  Reviewed Jbeach3 12 views 0 comments 1 point Most recent by Jbeach3 August 2025Ideas for Mobile
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  Uncategorized transactions

  Answered ✓ Closed Don Awalt 138 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 83 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 65 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 31 views 2 comments 0 points Most recent by Josh3453 August 2025Reports (Mac)
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  Report on Investment Options

  Closed mark-s 140 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 84 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 146 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)