Reports

Discussion List

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  215

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

  In Review EL1234 2.1K views 59 comments 215 points Most recent by swterry91 May 30Feature Requests
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  7

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

  Active RASA 48 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 105 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 54 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 59 views 4 comments 0 points Most recent by RobI May 19Using Reports
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  2

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

  Chris Davis 39 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  2

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

  Steve M 26 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Printing Reports - Not Good

  Closed tannebil 44 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 17 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 36 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 41 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 33 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 32 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 30 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 29 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 40 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 296 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 26 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. 111 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 27 views 2 comments 0 points Most recent by DryHeat May 5Troubleshooting
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  Total Spending report data pre-filtered (edited)

  Closed JSE 48 views 4 comments 0 points Most recent by JSE May 4Troubleshooting
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  Spending report excludes positive transactions with expense categories (edited)

  Closed Alex K 46 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports
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  Transfer categorizes as expense in reports (edited)

  Closed Casablanca 133 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 332 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting
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  123

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

  Active oceandreamer128 1.9K views 61 comments 123 points Most recent by eitanl27 May 1Feature Requests
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  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
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  12

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  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 95 views 4 comments 12 points Most recent by sidewalkboots April 30Feature Requests
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  Closed MishaM 26 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting