Reports

Discussion List

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

  Closed fbloggs 58 views 1 comment 1 point Most recent by Coach Kristina June 14Using Reports
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  Summary reports defaulting to daily intervals when I chose month to date (edited)

  Closed RobI 60 views 3 comments 0 points Most recent by Coach Kristina June 14Using Reports
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  How do you control what line number a taxable item is listed on for the taxes report?

  Answered ✓ sbennet1 81 views 9 comments 0 points Most recent by DryHeat June 11Using Reports
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  expense categories with positive transactions are missing from the spending report graph (edited)

  Closed PFNikolai 78 views 9 comments 0 points Most recent by Coach Natalie June 10Troubleshooting
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  Notes column resetting as off in reports

  Closed JeffH 25 views 1 comment 0 points Most recent by Coach Natalie June 8Troubleshooting
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  Is there a spending report which compares MTD over time?

  Answered ✓ Closed okc resident 33 views 1 comment 0 points Most recent by Coach Laura June 7Using Reports
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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 153 views 6 comments 8 points Most recent by phaworth June 1Feature Requests
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  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
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  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
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 52 views 3 comments 7 points Most recent by Coach Kristina May 30Feature Requests
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  Split transfers are not being excluded from reports by default (edited)

  Closed Steve M 120 views 10 comments 2 points Most recent by ejs May 29Troubleshooting
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 3.6K views 88 comments 199 points Most recent by Coach Natalie May 27Feature Requests
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  Spending Report - I want to see transactions without clicking into a category (edited)

  Closed Chigs 51 views 2 comments 0 points Most recent by Coach Jon May 19Using Reports
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  Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

  Closed RobI 57 views 4 comments 0 points Most recent by RobI May 19Using Reports
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  Ability to sort the data in reports, such as sorting categories by amount (edited)

  Chris Davis 33 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Ability to sort and group the Saved Reports list (edited)

  Steve M 22 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Printing Reports - Not Good

  Closed tannebil 46 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
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  Switching reports does not render the charts (edited)

  Closed ewd_20834756 13 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting
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  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  Closed kdwilson 35 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback
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  How to export reports with more detail? (edited)

  Answered ✓ Closed Mortimer Duke 55 views 1 comment 0 points Most recent by Coach Jon May 12Business Reports
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  Merged: QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Closed moneymoneymoney111 81 views 0 comments 5 points Most recent by apartment21 May 11Quicken Business & Personal Feature Requests
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  Balance Sheet Report unable to date select

  Closed mberginco 34 views 2 comments 0 points Most recent by apartment21 May 11Quicken Business & Personal Feedback
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  Why can't I make a report to view category expenses by month in the web app?

  Answered ✓ Closed marksto 31 views 2 comments 1 point Most recent by marksto May 11Using Reports
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  Date range on reports worse than before

  Closed djweizle 31 views 1 comment 0 points Most recent by Coach Jon May 11Feedback
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  QBP: Sync Report Filters (Personal/Business) with Account Designations (edited)

  Closed HerPurposefulPockets 22 views 1 comment 4 points Most recent by Coach Jon May 11Quicken Business & Personal Feedback
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  How to export or print mobile reports? (edited)

  Answered ✓ Closed Mortimer Duke 44 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
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  New Feature Alert: Saved Reports!

  Closed Coach Natalie 303 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team
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  Tax Mapping Transfers?

  Closed Mortimer Duke 23 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Transactions missing from Spending report (edited)

  Closed Pat H. 125 views 10 comments 0 points Most recent by DryHeat May 7Troubleshooting
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  Net Worth report showing zero on random day (edited)

  Closed DryHeat 33 views 2 comments 0 points Most recent by DryHeat May 5Troubleshooting