Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

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  • Mercs
    Mercs Member ✭✭✭

    I just noticed that Reports in the mobile app do list the months with the totals, but it would be very helpful if that was also in the desktop app. Would also be helpful to also show the average per month, lowest month, and highest month.

  • mrchin932
    mrchin932 Member ✭

    Within the reports tab it would be very helpful to have an additional date range of "All Time." I like to review expenses over time and I currently have manually select dates to capture data from account inception.

  • simpquickusr
    simpquickusr Member

    Agree- "All Time" is a crucial date range for all reporting, currently missing. Manually entering dates is cumbersome on the website. Also, need monthly average calculations when reporting over time. thank you.

  • Max1223
    Max1223 Member ✭✭✭✭

    QS team, Thanks for recently adding the Recent 12 months. It's helpful to see 12 months worth of spending.

    image.png

    I would like to see "All Time" added here as well. Here's an example:

    • I want to see what my car is costing over the course of time, per year or a large interval.
    • I want to see how my insurance costs have increased on an annual basis
    • I want to see how how much I spend on vacation each year

    But here is a problem that will need to be addressed at the same time when viewing long periods of time. I selected about 3 years worth of time via Custom, then selected "Over Time".

    image.png image.png

    Quicken continues to show each month vs showing a larger range, like quarters or years. The SW will need to adjust the view based on duration and available screen width.

    For me, adding All Time AND to see the spend Over Time would be a complete solution. Of course the normal All Time pie chart should be part of the report.

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