Reports

Discussion List

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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 35 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 24 views 1 comment 2 points Most recent by Coach Natalie May 18Feature Requests
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  Printing Reports - Not Good

  Closed tannebil 67 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 16 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 34 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 62 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 48 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 38 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 33 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 28 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 64 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 322 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 35 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. 165 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 43 views 2 comments 0 points Most recent by DryHeat May 5Troubleshooting
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  Total Spending report data pre-filtered (edited)

  Closed JSE 74 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 57 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 163 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 444 views 32 comments 0 points Most recent by Coach Jon May 1Troubleshooting
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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 98 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 25 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

  Closed DryHeat 122 views 8 comments 0 points Most recent by Coach Natalie April 28Report a Bug
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Closed Darknight21631 186 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
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  3
  Ability to include Transfers in Reports (edited)

  Completed Closed jgold1996 613 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests
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  New Reports are showing “Transfers” as a category which are clearly marked “Don’t include in Reports

  Closed NavyGolf 26 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug
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  4

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

  Active pst 46 views 3 comments 4 points Most recent by light April 23Feature Requests
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  121

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

  Active jsy42 1.2K views 37 comments 121 points Most recent by MishaM April 20Feature Requests
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 1.3K views 73 comments 0 points Most recent by Coach Natalie April 20Feedback