Reports

Discussion List

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  Saved Reports: Share your feedback here!

  Closed Coach Natalie 549 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 1.7K views 55 comments 102 points Most recent by SRC54 June 15Feature Requests
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 40 views 5 comments 0 points Most recent by Coach Natalie June 15Report a Bug for Quicken Business & Personal
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  Reports: Ability to see long date ranges in the graph without having to scroll (edited)

  djweizle 21 views 0 comments 1 point Started by djweizle June 15 Feature Requests
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  Net Worth report of little use due to lack of historical values [Edited]

  fbloggs 30 views 1 comment 0 points Most recent by Coach Kristina June 14Using Reports
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  Summary reports defaulting to daily intervals when I chose month to date (edited)

  RobI 29 views 3 comments 0 points Most recent by Coach Kristina June 14Using Reports
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  "Everything else" in the Spending report on mobile is missing transactions (edited)

  Randy17485 127 views 14 comments 0 points Most recent by Coach Natalie June 12Report a Bug
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  How do you control what line number a taxable item is listed on for the taxes report?

  Answered ✓ sbennet1 55 views 9 comments 0 points Most recent by DryHeat June 11Using Reports
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  Y-axis commas in incorrect position in Net Worth report when plotted negatively (edited)

  Andor 32 views 2 comments 0 points Most recent by Coach Jon June 10Report a Bug
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  expense categories with positive transactions are missing from the spending report graph (edited)

  PFNikolai 59 views 9 comments 0 points Most recent by Coach Natalie June 10Troubleshooting
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.1K views 67 comments 227 points Most recent by Kseniya June 9Feature Requests
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  Notes column resetting as off in reports

  JeffH 24 views 1 comment 0 points Most recent by Coach Natalie June 8Troubleshooting
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  Is there a spending report which compares MTD over time?

  Answered ✓ okc resident 27 views 1 comment 0 points Most recent by Coach Laura June 7Using Reports
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.1K views 47 comments 38 points Most recent by danielp_ June 4Feature Requests
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  Merged: Allow future custom end dates in Spending Summary saved reports.

  Closed phaworth 1 view 0 comments 1 point Started by phaworth June 1 Feature Requests
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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 132 views 6 comments 8 points Most recent by phaworth June 1Feature Requests
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 2K views 59 comments 215 points Most recent by swterry91 May 30Feature Requests
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 44 views 3 comments 7 points Most recent by Coach Kristina May 30Feature Requests
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  Split transfers are not being excluded from reports by default (edited)

  Steve M 89 views 10 comments 2 points Most recent by ejs May 29Troubleshooting
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Drummon1 3.3K views 88 comments 199 points Most recent by Coach Natalie May 27Feature Requests
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  Spending Report - I want to see transactions without clicking into a category (edited)

  Chigs 47 views 2 comments 0 points Most recent by Coach Jon May 19Using Reports
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  Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

  RobI 43 views 4 comments 0 points Most recent by RobI May 19Using Reports
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  Ability to sort the data in reports, such as sorting categories by amount (edited)

  Chris Davis 35 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Ability to sort and group the Saved Reports list (edited)

  Steve M 21 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Printing Reports - Not Good

  tannebil 34 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
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  Switching reports does not render the charts (edited)

  ewd_20834756 16 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting
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  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  Closed kdwilson 23 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback
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  How to export reports with more detail? (edited)

  Answered ✓ Closed Mortimer Duke 32 views 1 comment 0 points Most recent by Coach Jon May 12Business Reports
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 85 views 9 comments 13 points Most recent by moneymoneymoney111 May 11Quicken Business & Personal Feature Requests
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  Merged: QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Closed moneymoneymoney111 81 views 0 comments 5 points Most recent by apartment21 May 11Quicken Business & Personal Feature Requests