Reports

Discussion List

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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 845 views 36 comments 5 points Most recent by DryHeat September 16Feature Requests
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  Reports are not saving table column customizations (edited)

  cyberstackn 90 views 5 comments 2 points Most recent by Coach Natalie September 11Troubleshooting
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  13

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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 77 views 3 comments 13 points Most recent by SRC54 September 9Feature Requests
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  40

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.5K views 55 comments 40 points Most recent by Coach Natalie September 8Feature Requests
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  2

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  Show split-level notes in the table at the bottom of reports (edited)

  hearthsidehosting 36 views 0 comments 2 points Started by hearthsidehosting September 5 Feature Requests
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  Dynamic Date Ranges in Reports: Share your feedback here!

  Closed Coach Natalie 191 views 7 comments 1 point Most recent by Coach Natalie September 3Feedback
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  Horizontal Bar graphs in reports have misaligned/overlapping labels (edited)

  Kevp123 145 views 10 comments 0 points Most recent by Coach Aldair September 3Report a Bug
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  2

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  Don't cut off long bar graph labels/use a consistent number of characters (edited)

  DryHeat 87 views 7 comments 2 points Most recent by Coach Natalie September 2Feature Requests
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  Reports filter not honoring the "Show Excluded in Reports" option (edited)

  Me123456 256 views 17 comments 0 points Most recent by Me123456 September 2Report a Bug
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  2

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  Add an 'Amount' filter (edited)

  Active SquirrelScratcher 24 views 0 comments 2 points Started by SquirrelScratcher September 2 Feature Requests
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  232

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

  In Review mcjerbons 3.6K views 71 comments 232 points Most recent by pbryn1983 September 1Feature Requests
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  4

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  Ability to have excluded transactions (when "shown") count toward report totals (edited)

  disc2120 150 views 5 comments 4 points Most recent by vxn August 30Feature Requests
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  15

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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 189 views 13 comments 15 points Most recent by Daniel D. August 21Quicken Business & Personal Feature Requests
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  50
  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Completed Closed cobra1316 767 views 25 comments 50 points Most recent by Coach Natalie August 21Feature Requests
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  123
  Add a Trends/Comparison Chart [edited] (4 Merged Votes)

  Completed Closed oceandreamer128 2.2K views 62 comments 123 points Most recent by Coach Natalie August 21Feature Requests
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  2

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  Income & Expense Report Graph: Add the double bar chart back as a viewing option (edited)

  TS5150 40 views 1 comment 2 points Most recent by Coach Natalie August 21Feature Requests
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  Upcoming Expenses Report?

  Answered ✓ Closed Smohrman 63 views 4 comments 0 points Most recent by Coach Natalie August 18Using Reports
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  10

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 209 views 8 comments 10 points Most recent by Smohrman August 17Feature Requests
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  Saved report names on the right don't always match the report names listed across the top

  Closed dsfreddy 173 views 13 comments 0 points Most recent by dsfreddy August 11Troubleshooting
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  8
  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Completed Closed DryHeat 288 views 18 comments 8 points Most recent by DryHeat August 10Feature Requests
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  2
  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Completed Closed RobWilk 56 views 4 comments 2 points Most recent by Coach Natalie August 10Feature Requests
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  5
  Recent 12 Months - Make this a full 365 days (edited)

  Completed Closed Jm1295 63 views 3 comments 5 points Most recent by Coach Natalie August 10Feature Requests
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  0
  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Obsolete Closed Dick_Davis 46 views 4 comments 0 points Most recent by Coach Natalie August 10Feature Requests
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  Can we get a recent 12 months date range that’s actually 12 months?

  Closed Pseudonymous 44 views 3 comments 0 points Most recent by RobI August 7Using Reports
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  New Feature Alert: Dynamic Date Ranges in Reports

  Closed Coach Natalie 313 views 0 comments 0 points Started by Coach Natalie August 7 Updates From the Product Team
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  How do I include Capital Gains for sold shares in tax report

  Answered ✓ Closed wilcox17554 51 views 2 comments 0 points Most recent by wilcox17554 July 31Using Reports
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  2

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  QBP: Quarterly Sales Tax Report (edited)

  Active Cts 49 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

  Closed System 55 views 4 comments 0 points Most recent by Coach Natalie July 21Troubleshooting