Reports

Discussion List

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  Saved report names on the right don't always match the report names listed across the top

  dsfreddy 86 views 6 comments 0 points Most recent by SRC54 August 8Report a Bug
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  Dynamic Date Ranges in Reports: Share your feedback here!

  Announcement Coach Natalie 66 views 5 comments 1 point Most recent by dsfreddy August 8Feedback
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  Can we get a recent 12 months date range that’s actually 12 months?

  Answered Pseudonymous 31 views 3 comments 0 points Most recent by RobI August 7Using Reports
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  New Feature Alert: Dynamic Date Ranges in Reports

  Announcement Closed Coach Natalie 173 views 0 comments 0 points Started by Coach Natalie August 7 Updates From the Product Team
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.2K views 50 comments 39 points Most recent by SRC54 August 6Feature Requests
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  Reports filter not honoring the "Show Excluded in Reports" option (edited)

  Me123456 98 views 5 comments 0 points Most recent by Coach Natalie August 6Report a Bug
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.4K views 69 comments 229 points Most recent by jonkim99 August 5Feature Requests
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  Include excluded items in reports

  disc2120 21 views 1 comment 1 point Most recent by Coach Natalie August 4Using Reports
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  How do I include Capital Gains for sold shares in tax report

  Answered ✓ wilcox17554 30 views 2 comments 0 points Most recent by wilcox17554 July 31Using Reports
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  QBP: Quarterly Sales Tax Report (edited)

  Active Cts 38 views 1 comment 2 points Most recent by phillipginn July 28Quicken Business & Personal Feature Requests
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  "Save as new report" overwrites original report instead of creating a new report

  System 48 views 4 comments 0 points Most recent by Coach Natalie July 21Troubleshooting
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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 99 views 6 comments 7 points Most recent by brianperry263 July 18Feature Requests
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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 24 views 2 comments 3 points Most recent by rco July 16Feature Requests
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  QBP: Ability to create a Balance Sheet report for personal finances (edited)

  Active TCG 23 views 0 comments 2 points Started by TCG July 14 Quicken Business & Personal Feature Requests
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  Tax Total Should Display Loss as Negative

  cyberstackn 50 views 5 comments 0 points Most recent by DryHeat July 12Business Reports
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  How to run a balance sheet for personal accounts? (edited)

  Answered ✓ Closed TCG 64 views 1 comment 0 points Most recent by Coach Jon July 7General Troubleshooting
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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Completed Closed pst 26 views 2 comments 2 points Most recent by Coach Natalie July 2Feature Requests
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 115 views 10 comments 14 points Most recent by Flopbot July 2Quicken Business & Personal Feature Requests
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  QBP: Tie Category tax groups to Business tax groups for the Taxes report (edited)

  Active Moralessalsidoj 22 views 0 comments 1 point Started by Moralessalsidoj July 1 Quicken Business & Personal Feature Requests
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  Reports are not saving table column customizations (edited)

  cyberstackn 76 views 2 comments 2 points Most recent by cyberstackn July 1Troubleshooting
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  Add trend lines to the summary reports (edited)

  Active MishaM 34 views 0 comments 1 point Started by MishaM June 25 Feature Requests
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  "Everything else" in the Spending report on mobile is missing transactions (edited)

  Closed Randy17485 197 views 16 comments 0 points Most recent by dsfreddy June 20Report a Bug
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  Closed RobWilk 53 views 6 comments 0 points Most recent by Coach Natalie June 19Report a Bug for Quicken Business & Personal
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  Y-axis commas in incorrect position in Net Worth report when plotted negatively (edited)

  Closed Andor 52 views 3 comments 0 points Most recent by Coach Jon June 17Report a Bug
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  Saved Reports: Share your feedback here!

  Closed Coach Natalie 777 views 41 comments 1 point Most recent by Coach Natalie June 15Feedback
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  Net Worth: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.9K views 55 comments 104 points Most recent by SRC54 June 15Feature Requests
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  Reports: Ability to see long date ranges in the graph without having to scroll (edited)

  djweizle 48 views 0 comments 1 point Started by djweizle June 15 Feature Requests