Reports

Discussion List

• 
  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  jsmith1234 31 views 7 comments 0 points Most recent by Coach Kristina 8:41PMUsing Transfers
• 
  Income & Expense Report: Share your feedback here!

  Announcement Coach Natalie 96 views 17 comments 0 points Most recent by Flopbot 8:40PMEarly Access User Feedback
• 
  2

  Up Down
  Custom reports on dashboard

  Active JBThe@rchitech 5 views 0 comments 2 points Started by JBThe@rchitech 8:39PM Feature Requests
• 
  30

  Up Down
  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 310 views 20 comments 30 points Most recent by flintster_99 3:08AMFeature Requests
• 
  18

  Up Down
  Profit & Loss Report

  Active Charles Collins 510 views 21 comments 18 points Most recent by jtb36 May 15Feature Requests
• 
  101

  Up Down
  Reports: Add a Comparison View/Report [edited] (4 Merged Votes)

  Active oceandreamer128 1K views 47 comments 101 points Most recent by Coach Natalie May 15Feature Requests
• 
  New Feature Alert: Income & Expense Report!

  Announcement Coach Natalie 57 views 0 comments 2 points Started by Coach Natalie May 15 Updates From the Product Team
• 
  161

  Up Down
  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.3K views 61 comments 161 points Most recent by Max1223 May 14Feature Requests
• 
  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  ajbopp 200 views 27 comments 0 points Most recent by Coach Natalie May 14Report a Bug
• 
  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  RobWilk 29 views 4 comments 0 points Most recent by Coach Jon May 14Report a Bug
• 
  Feature Questions & Feedback

  arknemsis 33 views 4 comments 0 points Most recent by Coach Natalie May 14Feedback
• 
  Neverending spinning in the Taxes and P&L Reports with a Custom Date Range of less than 1 month

  elaceeps 46 views 9 comments 0 points Most recent by elaceeps May 14Report a Bug for Quicken Business & Personal
• 
  1

  Up Down
  Add a pie chart for Liabilities (edited)

  Active msit 6 views 1 comment 1 point Most recent by Coach Natalie May 13Feature Requests
• 
  Decimal places in net income by month report

  RobWilk 63 views 8 comments 0 points Most recent by Coach Natalie May 13Report a Bug
• 
  Save/Memorize selected time range in reports

  Bakri 19 views 3 comments 1 point Most recent by Coach Natalie May 12Feedback
• 
  Reports using Tags bug or unexpected behavior

  Max1223 97 views 7 comments 0 points Most recent by Max1223 May 10Report a Bug
• 
  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 57 views 6 comments 0 points Most recent by Coach Natalie May 6Report a Bug
• 
  194

  Up Down
  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.6K views 57 comments 194 points Most recent by jcm3 May 6Feature Requests
• 
  1

  Up Down
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Active IB1542 12 views 0 comments 1 point Started by IB1542 May 5 Quicken Business & Personal Feature Requests
• 
  Can I run a spending report for a specific business within Business & Personal?

  IB1542 15 views 3 comments 0 points Most recent by Coach Kristina May 4Business Reports
• 
  Is there a way to choose "all time" in reports?

  Answered ✓ IB1542 22 views 3 comments 0 points Most recent by Coach Kristina May 4Business Reports
• 
  Report for "Banking"

  BeccaBits 18 views 1 comment 1 point Most recent by Coach Natalie May 2Feedback
• 
  38

  Up Down
  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 368 views 20 comments 38 points Most recent by cobra1316 May 2Feature Requests
• 
  Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

  Sk8terboy 14 views 1 comment 0 points Most recent by SRC54 May 2Getting Started
• 
  Reporting on Sub-Categories

  rhart1716 11 views 1 comment 0 points Most recent by Coach Jon April 30Using Reports
• 
  221
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.4K views 115 comments 221 points Most recent by EL1234 April 29Feature Requests
• 
  170

  Up Down
  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.6K views 69 comments 170 points Most recent by Max1223 April 28Feature Requests
• 
  83

  Up Down
  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.2K views 41 comments 83 points Most recent by Neubadger April 26Feature Requests
• 
  How can I get Net Income on Dashboard

  Answered ✓ N4KHQ 25 views 3 comments 0 points Most recent by Coach Jon April 22Using the Dashboard
• 
  Need to know more about Simplifi

  Answered ✓ CaliQkn 42 views 6 comments 0 points Most recent by CaliQkn April 22Getting Started