Reports

Discussion List

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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 125 views 16 comments 6 points Most recent by RobWilk November 2025Feature Requests
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 53 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Add Tax Form 4684

  Active gpolkga 7 views 0 comments 1 point Started by gpolkga November 2025 Feature Requests
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  Portfolio Report

  Closed Adanac 19 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  Option to hide unused Expense Categories in the Taxes Report (edited)

  cyberstackn 26 views 2 comments 3 points Most recent by Coach Natalie October 2025Feature Requests
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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 149 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 36 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
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  Help with counting transfers as income (edited)

  Closed z1r 98 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 1.6K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 88 views 10 comments 3 points Most recent by Coach Marcus October 2025Feature Requests
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 243 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Reports using Tags bug or unexpected behavior

  Max1223 115 views 8 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 63 views 7 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Year over year Monthly Reports

  Closed DCDaveC 17 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
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  Persistent Filters Not Working on Mobile App (edited)

  Closed HappyNorml 32 views 3 comments 3 points Most recent by Coach Natalie October 2025Troubleshooting
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 49 views 4 comments 6 points Most recent by Jenny T October 2025Feature 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 2025Troubleshooting
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 66 views 2 comments 7 points Most recent by HappyNorml October 2025Feature Requests
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  4
  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 56 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 20 views 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug for Quicken Business & Personal
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 448 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 60 views 1 comment 1 point Most recent by Coach Jon September 2025Known Product Issues
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 190 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  not to include certain account on report, or hide

  Closed Texas Sun 7 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 641 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates 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 2025Business Reports
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 243 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  DryHeat 57 views 9 comments 0 points Most recent by DryHeat September 2025Quicken Business & Personal Feedback
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 95 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 66 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports