Reports

How to run a balance sheet for personal accounts? (edited)

Answered ✓ Closed TCG 67 views 1 comment 0 points Most recent by Coach Jon July 7General Troubleshooting

2

Net Worth Report: Make each account identifiable in the chart with its own color (edited)

Completed Closed pst 27 views 2 comments 2 points Most recent by Coach Natalie July 2Feature Requests

1

QBP: Tie Category tax groups to Business tax groups for the Taxes report (edited)

Active Moralessalsidoj 24 views 0 comments 1 point Started by Moralessalsidoj July 1 Quicken Business & Personal Feature Requests

Reports are not saving table column customizations (edited)

cyberstackn 78 views 2 comments 2 points Most recent by cyberstackn July 1Troubleshooting

1

Add trend lines to the summary reports (edited)

Active MishaM 39 views 0 comments 1 point Started by MishaM June 25 Feature Requests

"Everything else" in the Spending report on mobile is missing transactions (edited)

Closed Randy17485 209 views 16 comments 0 points Most recent by dsfreddy June 20Report a Bug

Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

Closed RobWilk 56 views 6 comments 0 points Most recent by Coach Natalie June 19Report a Bug for Quicken Business & Personal

Y-axis commas in incorrect position in Net Worth report when plotted negatively (edited)

Closed Andor 57 views 3 comments 0 points Most recent by Coach Jon June 17Report a Bug

Saved Reports: Share your feedback here!

Closed Coach Natalie 799 views 41 comments 1 point Most recent by Coach Natalie June 15Feedback

105

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

Active RobWilk 1.9K views 55 comments 105 points Most recent by SRC54 June 15Feature Requests

1

Reports: Ability to see long date ranges in the graph without having to scroll (edited)

djweizle 57 views 0 comments 1 point Started by djweizle June 15 Feature Requests

Net Worth report of little use due to lack of historical values [Edited]

Closed fbloggs 63 views 1 comment 1 point Most recent by Coach Kristina June 14Using Reports

Summary reports defaulting to daily intervals when I chose month to date (edited)

Closed RobI 64 views 3 comments 0 points Most recent by Coach Kristina June 14Using Reports

How do you control what line number a taxable item is listed on for the taxes report?

Answered ✓ sbennet1 86 views 9 comments 0 points Most recent by DryHeat June 11Using Reports

expense categories with positive transactions are missing from the spending report graph (edited)

Closed PFNikolai 86 views 9 comments 0 points Most recent by Coach Natalie June 10Troubleshooting

Notes column resetting as off in reports

Closed JeffH 28 views 1 comment 0 points Most recent by Coach Natalie June 8Troubleshooting

Is there a spending report which compares MTD over time?

Answered ✓ Closed okc resident 35 views 1 comment 0 points Most recent by Coach Laura June 7Using Reports

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

215

Saved Filters in Reports and Registers [edited] (2 Merged Vote)

In Review EL1234 2.2K views 59 comments 215 points Most recent by swterry91 May 30Feature Requests

7

New Reports: Ability to print detailed transaction data (edited)

Active RASA 53 views 3 comments 7 points Most recent by Coach Kristina May 30Feature Requests

Split transfers are not being excluded from reports by default (edited)

Closed Steve M 129 views 10 comments 2 points Most recent by ejs May 29Troubleshooting

199

Need a 'Select All' and 'Date Range' Filter (edited)

Completed Closed Drummon1 3.7K views 88 comments 199 points Most recent by Coach Natalie May 27Feature Requests

Spending Report - I want to see transactions without clicking into a category (edited)

Closed Chigs 54 views 2 comments 0 points Most recent by Coach Jon May 19Using Reports

Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

Closed RobI 61 views 4 comments 0 points Most recent by RobI May 19Using Reports

2

Ability to sort the data in reports, such as sorting categories by amount (edited)

Chris Davis 36 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests

2

Ability to sort and group the Saved Reports list (edited)

Steve M 23 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests

Printing Reports - Not Good

Closed tannebil 53 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports

Switching reports does not render the charts (edited)

Closed ewd_20834756 14 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting

Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

Closed kdwilson 38 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback

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