Reports

Balance Sheet Report unable to date select

Closed mberginco 26 views 2 comments 0 points Most recent by apartment21 May 11Quicken Business & Personal Feedback

Why can't I make a report to view category expenses by month in the web app?

Answered ✓ Closed marksto 24 views 2 comments 1 point Most recent by marksto May 11Using Reports

Date range on reports worse than before

Closed djweizle 27 views 1 comment 0 points Most recent by Coach Jon May 11Feedback

QBP: Sync Report Filters (Personal/Business) with Account Designations (edited)

Closed HerPurposefulPockets 23 views 1 comment 4 points Most recent by Coach Jon May 11Quicken Business & Personal Feedback

How to export or print mobile reports? (edited)

Answered ✓ Closed Mortimer Duke 33 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports

New Feature Alert: Saved Reports!

Closed Coach Natalie 274 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team

Tax Mapping Transfers?

Closed Mortimer Duke 21 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers

Transactions missing from Spending report (edited)

Closed Pat H. 75 views 10 comments 0 points Most recent by DryHeat May 7Troubleshooting

Net Worth report showing zero on random day (edited)

Closed DryHeat 23 views 2 comments 0 points Most recent by DryHeat May 5Troubleshooting

Total Spending report data pre-filtered (edited)

Closed JSE 32 views 4 comments 0 points Most recent by JSE May 4Troubleshooting

Spending report excludes positive transactions with expense categories (edited)

Closed Alex K 23 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports

Transfer categorizes as expense in reports (edited)

Closed Casablanca 115 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions

Transactions in liability accounts not included in reports (edited)

stevel0821 284 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting

121

Add a Trends/Comparison Chart [edited] (4 Merged Votes)

Active oceandreamer128 1.6K views 61 comments 121 points Most recent by eitanl27 May 1Feature Requests

12

Saved Reports as a Dashboard Widget (edited)

Active papermuffins 81 views 4 comments 12 points Most recent by sidewalkboots April 30Feature Requests

Merged: Customize spending and income dashboard graphs with saved reports

Closed sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots April 30 Feature Requests

Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

Closed MishaM 23 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting

Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

Closed DryHeat 55 views 8 comments 0 points Most recent by Coach Natalie April 28Report a Bug

Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

Closed Darknight21631 98 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting

3

Ability to include Transfers in Reports (edited)

Completed Closed jgold1996 517 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests

New Reports are showing “Transfers” as a category which are clearly marked “Don’t include in Reports

Closed NavyGolf 22 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug

4

Add a 'Last Two Years' Date Range option (edited)

Active pst 11 views 3 comments 4 points Most recent by light April 23Feature Requests

120

Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

Active jsy42 937 views 37 comments 120 points Most recent by MishaM April 20Feature Requests

Enhanced Reports: Share your feedback here!

Closed Coach Natalie 838 views 73 comments 0 points Most recent by Coach Natalie April 20Feedback

1

Mobile App: Bring back the Spending by Month report (edited)

Active Stefanissa 13 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests

Merged: Reports not showing notes on splits when there is no note on parent.

Closed RickS 1 view 0 comments 0 points Started by RickS April 18 Report a Bug

Merged: Actual vs Planned

Closed JanB 1 view 0 comments 1 point Started by JanB April 18 Feature Requests

103

Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

Active chiefplt 758 views 28 comments 103 points Most recent by JanB April 18Feature Requests

What happened to Spending by Month Report? (edited)

Closed elishearn 54 views 4 comments 0 points Most recent by elishearn April 17Using Reports

5

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

In Progress Max1223 429 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests

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