Reports

Discussion List

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  6

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 45 views 4 comments 6 points Most recent by Jenny T October 3Feature Requests
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  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 71 views 16 comments 0 points Most recent by Coach Natalie October 2Troubleshooting
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  7

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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 65 views 2 comments 7 points Most recent by HappyNorml October 2Feature Requests
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  4
  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 54 views 1 comment 4 points Most recent by Coach Natalie October 1Feature Requests
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 19 views 1 comment 0 points Most recent by Coach Natalie September 30Report a Bug for Quicken Business & Personal
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  48

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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 436 views 24 comments 48 points Most recent by Andor September 30Feature Requests
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  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 54 views 1 comment 1 point Most recent by Coach Jon September 29Known Product Issues
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 156 views 32 comments 0 points Most recent by SRC54 September 29Using Reports
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  not to include certain account on report, or hide

  Closed Texas Sun 5 views 1 comment 0 points Most recent by SRC54 September 28Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 628 views 2 comments 2 points Most recent by Coach Natalie September 26Updates From the Product Team
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 27 views 4 comments 0 points Most recent by TK_25 September 26Business Reports
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  3

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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 235 views 11 comments 3 points Most recent by MilDocJr September 24Feature Requests
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  DryHeat 54 views 9 comments 0 points Most recent by DryHeat September 23Quicken Business & Personal Feedback
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  6

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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 90 views 4 comments 6 points Most recent by DJones September 23Feature Requests
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 61 views 6 comments 0 points Most recent by Dick_Davis September 20Using Reports
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  48

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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 224 views 13 comments 48 points Most recent by HappyNorml September 20Feature Requests
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 108 views 18 comments 0 points Most recent by RobWilk September 19Using Reports
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 137 views 22 comments 0 points Most recent by Coach Jon September 18Report a Bug
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  6

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  Combine Reports and the Transactions table

  Active AZSharps 45 views 3 comments 6 points Most recent by Coach Natalie September 17Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 16Using Reports
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  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 222 views 24 comments 0 points Most recent by Coach Natalie September 15Feedback
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  112

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

  Active oceandreamer128 1.2K views 58 comments 112 points Most recent by Coastal September 11Feature Requests
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 16 views 1 comment 0 points Most recent by Coach Natalie September 10Adding and Updating Accounts
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  "net income" report is missing (edited)

  Closed JUST CHECKING 71 views 10 comments 2 points Most recent by Coach Natalie September 10Using Reports
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  Net Income by Month - graph vertical axis

  Closed ab-maryland 7 views 1 comment 0 points Most recent by Coach Natalie September 10Report a Bug
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 24 views 2 comments 2 points Most recent by Coach Natalie September 10Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 105 views 2 comments 11 points Most recent by Coach Natalie September 10Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 350 views 21 comments 15 points Most recent by Coach Natalie September 10Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 24 views 2 comments 2 points Most recent by Coach Natalie September 10Feature Requests
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 18 views 1 comment 0 points Most recent by Coach Jon September 8Using Reports