Reports

Discussion List

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  Reports filter not honoring the "Show Excluded in Reports" option (edited)

  Me123456 178 views 11 comments 0 points Most recent by Me123456 12:37PMReport a Bug
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 162 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 cobra1316 680 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 oceandreamer128 2.1K views 62 comments 123 points Most recent by Coach Natalie August 21Feature Requests
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  Income & Expense Report Graph: Add the double bar chart back as a viewing option (edited)

  TS5150 34 views 1 comment 2 points Most recent by Coach Natalie August 21Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.3K views 51 comments 39 points Most recent by Bek0862 August 20Feature Requests
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  Mobile app: Show me what I've filtered on in reports

  Active ajbopp 32 views 1 comment 3 points Most recent by Coach Natalie August 19Feature Requests
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  Upcoming Expenses Report?

  Answered ✓ Smohrman 68 views 4 comments 0 points Most recent by Coach Natalie August 18Using Reports
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 737 views 35 comments 5 points Most recent by Coach Natalie August 18Feature Requests
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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 189 views 8 comments 10 points Most recent by Smohrman August 17Feature Requests
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  Ability to have excluded transactions (when "shown") count toward report totals (edited)

  disc2120 116 views 4 comments 1 point Most recent by SRC54 August 14Feature Requests
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  Saved report names on the right don't always match the report names listed across the top

  dsfreddy 164 views 13 comments 0 points Most recent by dsfreddy August 11Troubleshooting
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  Dynamic Date Ranges in Reports: Share your feedback here!

  Announcement Coach Natalie 186 views 6 comments 1 point Most recent by FutureEye August 10Feedback
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  8
  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Completed DryHeat 266 views 18 comments 8 points Most recent by DryHeat August 10Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Completed RobWilk 54 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 Jm1295 65 views 3 comments 5 points Most recent by Coach Natalie August 10Feature Requests
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Obsolete Dick_Davis 49 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?

  Pseudonymous 47 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 297 views 0 comments 0 points Started by Coach Natalie August 7 Updates From the Product Team
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.5K views 69 comments 229 points Most recent by jonkim99 August 5Feature Requests
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  How do I include Capital Gains for sold shares in tax report

  Answered ✓ wilcox17554 38 views 2 comments 0 points Most recent by wilcox17554 July 31Using Reports
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  QBP: Quarterly Sales Tax Report (edited)

  Active Cts 42 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 52 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 107 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 25 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 27 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

  Closed cyberstackn 57 views 5 comments 0 points Most recent by DryHeat July 12Business Reports