Reports

Discussion List

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  14

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

  Active Rkg 108 views 3 comments 14 points Most recent by SRC54 September 9Feature Requests
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  2

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

  Active hearthsidehosting 64 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 255 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)

  Closed Kevp123 273 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)

  Active DryHeat 195 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)

  Closed Me123456 400 views 17 comments 0 points Most recent by Me123456 September 2Report a Bug
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  4

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  Add an 'Amount' filter (edited)

  Active SquirrelScratcher 41 views 0 comments 4 points Started by SquirrelScratcher September 2 Feature Requests
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  235

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

  In Review mcjerbons 4.1K views 71 comments 235 points Most recent by pbryn1983 September 1Feature Requests
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  5

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

  Active disc2120 254 views 5 comments 5 points Most recent by vxn August 30Feature Requests
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  50
  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Completed Closed cobra1316 1K 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 2.8K 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)

  Active TS5150 63 views 1 comment 2 points Most recent by Coach Natalie August 21Feature Requests
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  Upcoming Expenses Report?

  Answered ✓ Closed Smohrman 90 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 329 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 274 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 428 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 87 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 88 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 80 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 89 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 346 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 73 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 65 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 84 views 4 comments 0 points Most recent by Coach Natalie July 21Troubleshooting
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  7

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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 158 views 6 comments 7 points Most recent by brianperry263 July 18Feature Requests
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  3

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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 41 views 2 comments 3 points Most recent by rco July 16Feature Requests
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  2

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  QBP: Ability to create a Balance Sheet report for personal finances (edited)

  Active TCG 32 views 0 comments 2 points Started by TCG July 14 Quicken Business & Personal Feature Requests