Balance Sheet and Net Worth Report are blank when selecting an older time period

System
System Administrator admin
edited March 31 in Business Reports

This discussion was created from comments split from:

We want your feedback on the Balance Sheet Report!.

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  • pkoka
    pkoka Member

    The Balance sheet feature just shows a blank for everything. So does the Net Worth feature, when selecting an older time period. It's completely unusable

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @pkoka, thanks for posting to the Community regarding this issue!

    To clarify, have you ever been able to use the Balance Sheet and Net Worth Reports in QBP? You stated that the issue occurs when selecting an older time period — is it a specific time period, or past a certain date, etc.? Do you have transactions properly allocated for the time period in question so they'd show up in these Reports? Are there any other Reports that this data is missing from?

    Please let us know so we can best assist!

    -Coach Natalie

    *Check out Quicken Simplifi's Community Meetup Newsletter!

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