Reports

Discussion List

• 
  3
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 93 views 11 comments 3 points Most recent by DryHeat 7:38PMFeature Requests
• 
  Balance Sheet and Net Worth Report are blank when selecting an older time period

  System 5 views 2 comments 0 points Most recent by Coach Natalie 5:06PMBusiness Reports
• 
  87

  Up Down
  Ability to run Reports by Subcategory (edited)

  Active Gerry C 742 views 42 comments 87 points Most recent by TiggerTrainer 3:19PMFeature Requests
• 
  Why are Schedule D transactions not included in Personal tax report?

  Answered ✓ DryHeat 16 views 2 comments 0 points Most recent by DryHeat March 29Troubleshooting
• 
  187

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

  In Review mcjerbons 2.5K views 56 comments 187 points Most recent by Max1223 March 29Feature Requests
• 
  0

  Up Down
  Add a separate Report for spouse's accounts to show overall health of the household (edited)

  Active Vulpes 63 views 1 comment 0 points Most recent by Coach Natalie March 26Feature Requests
• 
  Remember Report Settings [Edited]

  JAW 18 views 1 comment 1 point Most recent by Coach Jon March 26Feedback
• 
  Net Worth Report

  Answered ✓ Adanac 86 views 12 comments 0 points Most recent by Adanac March 23Using Reports
• 
  1

  Up Down
  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 10 views 0 comments 1 point Started by DryHeat March 23 Feature Requests
• 
  4

  Up Down
  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 26 views 1 comment 4 points Most recent by Coach Kristina March 22Feature Requests
• 
  15

  Up Down
  Ability to set a default Date Range for Reports (edited)

  Active Manny512 37 views 3 comments 15 points Most recent by Norm6257 March 22Feature Requests
• 
  Taxes Report is missing data for certain date ranges (edited)

  fcb 782 views 116 comments 0 points Most recent by Coach Jon March 21Troubleshooting
• 
  81

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

  Active RobWilk 1.1K views 38 comments 81 points Most recent by tzb March 19Feature Requests
• 
  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 3 views 0 comments 1 point Started by Max1223 March 19 Feature Requests
• 
  221
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.3K views 108 comments 221 points Most recent by juli7 March 17Feature Requests
• 
  193

  Up Down
  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 3.7K views 104 comments 193 points Most recent by GatorJeff March 17Feature Requests
• 
  151

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

  In Review paleosteve 2.2K views 56 comments 151 points Most recent by PierreSimplify March 17Feature Requests
• 
  3

  Up Down
  Waterfall Chart for month to month income and spending

  Active jtjones0304 42 views 3 comments 3 points Most recent by Luisito277 March 16Feature Requests
• 
  We want your feedback on the Balance Sheet Report!

  Announcement Coach Natalie 279 views 7 comments 0 points Most recent by Flopbot March 15Quicken Business & Personal Feedback
• 
  1

  Up Down
  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 37 views 4 comments 1 point Most recent by Max1223 March 14Feature Requests
• 
  14

  Up Down
  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 203 views 6 comments 14 points Most recent by drjdub55 March 14Feature Requests
• 
  Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

  GatorJeff 37 views 1 comment 0 points Most recent by Coach Jon March 13Using Reports
• 
  Please reopen issue “Filters: Checkbox group parent deselected on mobile (edited)”

  Randy1234 11 views 1 comment 0 points Most recent by Coach Kristina March 9Report a Bug
• 
  13

  Up Down
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Active Bread01 312 views 20 comments 13 points Most recent by jtb36 March 7Feature Requests
• 
  18

  Up Down
  Profit & Loss Report

  Active Charles Collins 452 views 19 comments 18 points Most recent by jtb36 March 7Feature Requests
• 
  Date Range frustration

  mdbnj 25 views 4 comments 1 point Most recent by SRC54 March 4Feedback
• 
  11

  Up Down
  Keep Date Range in sync between the different Reports (edited)

  Active Eli 91 views 4 comments 11 points Most recent by mdbnj March 3Feature Requests
• 
  Taxes Report not showing under Reports (Early Access)

  Closed Odin700 22 views 5 comments 0 points Most recent by SRC54 March 2Using Reports
• 
  17

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

  Active cmordas 662 views 35 comments 17 points Most recent by nogorman February 26Feature Requests