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Balance Sheet Historical data CRITICAL

teri651

Please ad the ability to see a historical balance sheet - required for tax preparation!!!

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Balance Sheet

Comments

Coach Natalie

@teri651, thanks for reaching out to the community!

We'll need more details to fully understand the feedback you're trying to share. Since you're using Quicken Business & Personal, you should already have access to the Balance Sheet report. What about this report doesn't meet your needs? If you're looking for the ability to use a date range for this report, we have an existing Idea post that you can vote for, add your feedback to, and then follow for updates:

https://community.simplifimoney.com/discussion/12004/qbp-ability-to-add-a-date-range-to-the-balance-sheet-report-edited

For more details on how Idea posts work, please see our FAQ here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Otherwise, you should be able to use the Net Worth report to look at historical account balances.

Let us know if either of these options is what you're looking for!