Reports

Discussion List

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  3

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  Ability to sort the data in reports, such as sorting categories by amount (edited)

  Active Chris Davis 51 views 2 comments 3 points Most recent by Calvin November 12Feature Requests
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  Ability to include any/all Investment Transactions in Reports and the Spending Plan (edited)

  Active cmordas 2K views 57 comments 43 points Most recent by Coach Natalie November 12Feature Requests
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  When "Show expenses as negative" is on in the Taxes Report, the total loss is positive (edited)

  cyberstackn 76 views 3 comments 0 points Most recent by Coach Aldair November 12Report a Bug for Quicken Business & Personal
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  Comparison Reports: Share your feedback here!

  Closed Coach Natalie 279 views 12 comments 0 points Most recent by Coach Natalie November 12Feedback
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 85 views 5 comments 8 points Most recent by Coach Natalie November 12Feature Requests
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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 1.2K views 30 comments 105 points Most recent by Coastal November 11Feature Requests
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  Closed Accounts Appearing in the Net Worth Report (edited)

  Dick_Davis 39 views 1 comment 0 points Most recent by SRC54 November 10Using Reports
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  Switching to Business and Personal

  Answered N4KHQ 52 views 3 comments 0 points Most recent by Coach Aldair November 8How do you Quicken Simplifi?
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  A customized report shows categories that have not been selected (edited)

  Richard G 45 views 1 comment 0 points Most recent by Coach Kristina November 7Troubleshooting
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  Add a Trial Balance Report (edited)

  Active Juliadquick20! 25 views 0 comments 2 points Started by Juliadquick20! November 4 Feature Requests
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  Add a Cash Flow Report (edited)

  Active Sierra 57 views 1 comment 10 points Most recent by Flopbot November 4Feature Requests
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 188 views 9 comments 18 points Most recent by msanders93 November 4Feature Requests
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 745 views 35 comments 0 points Most recent by SRC54 November 3Troubleshooting
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  New Feature Alert: Comparison Reports!

  Closed Coach Natalie 492 views 1 comment 0 points Most recent by Coach Natalie October 23Updates From the Product Team
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  Preserve Report location when navigating back from a drilldown view (edited)

  Active Steve M 53 views 1 comment 2 points Most recent by Steve M October 23Feature Requests
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 287 views 14 comments 17 points Most recent by moneymoneymoney111 October 23Quicken Business & Personal Feature Requests
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  How Can I Submit an Enhancement for Simplifi: Budget to Actual Report (edited)

  Answered DuaneB 66 views 1 comment 0 points Most recent by Coach Kristina October 18Using Reports
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  Spending Report categories shows an ATM cash withdrawal as positive - expected? (edited)

  Answered Closed Mortimer Duke 106 views 4 comments 0 points Most recent by Mortimer Duke October 11Using Reports
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  Configurable Total and/or Average column in report tables (edited)

  Closed BryceSchober 51 views 1 comment 0 points Most recent by Coach Natalie October 7Using Reports
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  Add a Report for Planned Spend (edited)

  Active l6538 61 views 2 comments 6 points Most recent by SRC54 October 5Feature Requests
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  17

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  Add a Savings Goal Report (edited)

  In Review ajbopp 163 views 2 comments 17 points Most recent by birbyb October 2Feature Requests
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  Is there a Savings Goal Report? (edited)

  Answered ✓ Closed birbyb 75 views 1 comment 0 points Most recent by Coach Aldair October 2Using Savings Goals
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  Report filter "Not Excluded in spending plan" not honoring setting in split transaction.

  Closed MCStraight 111 views 4 comments 0 points Most recent by Coach Natalie October 2Report a Bug
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  3

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  Mobile App: Show a breakdown of subcategories in reports (edited)

  Active Whitewashed104 45 views 0 comments 3 points Started by Whitewashed104 September 28 Feature Requests
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  Reports -> Taxes: There's no date field

  Closed rco 55 views 1 comment 0 points Most recent by Coach Natalie September 25Using Reports
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  Add 'Averages' to Reports (edited)

  Active rb94 879 views 24 comments 65 points Most recent by Coach Natalie September 25Feature Requests
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  10

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  Add the 'Flag' filter option back to reports (edited)

  Active julietvictor 118 views 2 comments 10 points Most recent by Coach Kristina September 20Feature Requests
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 1.2K views 36 comments 5 points Most recent by DryHeat September 16Feature Requests
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  Reports are not saving table column customizations (edited)

  Closed cyberstackn 136 views 5 comments 2 points Most recent by Coach Natalie September 11Troubleshooting