Reports

Discussion List

• 
  How to export reports with more detail? (edited)

  Answered ✓ Closed Mortimer Duke 58 views 1 comment 0 points Most recent by Coach Jon May 12Business Reports
• 
  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
• 
  Balance Sheet Report unable to date select

  Closed mberginco 43 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 36 views 2 comments 1 point Most recent by marksto May 11Using Reports
• 
  Date range on reports worse than before

  Closed djweizle 31 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 53 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
• 
  New Feature Alert: Saved Reports!

  Closed Coach Natalie 312 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team
• 
  Tax Mapping Transfers?

  Closed Mortimer Duke 25 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
• 
  Transactions missing from Spending report (edited)

  Closed Pat H. 139 views 10 comments 0 points Most recent by DryHeat May 7Troubleshooting
• 
  Net Worth report showing zero on random day (edited)

  Closed DryHeat 37 views 2 comments 0 points Most recent by DryHeat May 5Troubleshooting
• 
  Total Spending report data pre-filtered (edited)

  Closed JSE 57 views 4 comments 0 points Most recent by JSE May 4Troubleshooting
• 
  Spending report excludes positive transactions with expense categories (edited)

  Closed Alex K 57 views 1 comment 0 points Most recent by Coach Natalie May 4Using Reports
• 
  Transfer categorizes as expense in reports (edited)

  Closed Casablanca 147 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions
• 
  Transactions in liability accounts not included in reports (edited)

  stevel0821 396 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting
• 
  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
• 
  12

  Up Down
  Saved Reports as a Dashboard Widget (edited)

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

  Closed MishaM 28 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 105 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 156 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
• 
  3
  Ability to include Transfers in Reports (edited)

  Completed Closed jgold1996 579 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 27 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug
• 
  4

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

  Active pst 33 views 3 comments 4 points Most recent by light April 23Feature Requests
• 
  121

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

  Active jsy42 1.1K views 37 comments 121 points Most recent by MishaM April 20Feature Requests
• 
  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 1.1K views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
• 
  1

  Up Down
  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
• 
  103

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

  Active chiefplt 883 views 28 comments 103 points Most recent by JanB April 18Feature Requests
• 
  Merged: Actual vs Planned

  Closed JanB 1 view 0 comments 1 point Started by JanB April 18 Feature Requests
• 
  What happened to Spending by Month Report? (edited)

  Closed elishearn 97 views 4 comments 0 points Most recent by elishearn April 17Using Reports