Reports

Discussion List

• 
  105

  Up Down
  Net Worth: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 2.2K views 55 comments 105 points Most recent by SRC54 June 15Feature Requests
• 
  1

  Up Down
  Reports: Ability to see long date ranges in the graph without having to scroll (edited)

  Active djweizle 56 views 0 comments 1 point Started by djweizle June 15 Feature Requests
• 
  Net Worth report of little use due to lack of historical values [Edited]

  Closed fbloggs 89 views 1 comment 1 point Most recent by Coach Kristina June 14Using Reports
• 
  Summary reports defaulting to daily intervals when I chose month to date (edited)

  Closed RobI 84 views 3 comments 0 points Most recent by Coach Kristina June 14Using Reports
• 
  How do you control what line number a taxable item is listed on for the taxes report?

  Answered ✓ sbennet1 125 views 9 comments 0 points Most recent by DryHeat June 11Using Reports
• 
  expense categories with positive transactions are missing from the spending report graph (edited)

  Closed PFNikolai 125 views 9 comments 0 points Most recent by Coach Natalie June 10Troubleshooting
• 
  Notes column resetting as off in reports

  Closed JeffH 44 views 1 comment 0 points Most recent by Coach Natalie June 8Troubleshooting
• 
  Is there a spending report which compares MTD over time?

  Answered ✓ Closed okc resident 50 views 1 comment 0 points Most recent by Coach Laura June 7Using Reports
• 
  Merged: Allow future custom end dates in Spending Summary saved reports.

  Closed phaworth 1 view 0 comments 1 point Started by phaworth June 1 Feature Requests
• 
  216

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

  In Review EL1234 2.7K views 59 comments 216 points Most recent by swterry91 May 30Feature Requests
• 
  7

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

  Active RASA 58 views 3 comments 7 points Most recent by Coach Kristina May 30Feature Requests
• 
  Split transfers are not being excluded from reports by default (edited)

  Closed Steve M 202 views 10 comments 2 points Most recent by ejs May 29Troubleshooting
• 
  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Closed Drummon1 4.4K views 88 comments 199 points Most recent by Coach Natalie May 27Feature Requests
• 
  Spending Report - I want to see transactions without clicking into a category (edited)

  Closed Chigs 79 views 2 comments 0 points Most recent by Coach Jon May 19Using Reports
• 
  Spending Summary Report changes from Months to Days with date ranges less than a month (edited)

  Closed RobI 79 views 4 comments 0 points Most recent by RobI May 19Using Reports
• 
  2

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

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

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

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

  Closed tannebil 95 views 3 comments 0 points Most recent by Coach Kristina May 17Using Reports
• 
  Switching reports does not render the charts (edited)

  Closed ewd_20834756 15 views 1 comment 0 points Most recent by SRC54 May 15Troubleshooting
• 
  Feedback on Net Worth (displayed in 3 locations) plus differences between web and app version

  Closed kdwilson 40 views 1 comment 0 points Most recent by Coach Natalie May 14Feedback
• 
  How to export reports with more detail? (edited)

  Answered ✓ Closed Mortimer Duke 83 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 63 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 40 views 2 comments 1 point Most recent by marksto May 11Using Reports
• 
  Date range on reports worse than before

  Closed djweizle 39 views 1 comment 0 points Most recent by Coach Jon May 11Feedback
• 
  QBP: Sync Report Filters (Personal/Business) with Account Designations (edited)

  Closed HerPurposefulPockets 37 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 78 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
• 
  New Feature Alert: Saved Reports!

  Closed Coach Natalie 342 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team
• 
  Tax Mapping Transfers?

  Closed Mortimer Duke 51 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
• 
  Transactions missing from Spending report (edited)

  Closed Pat H. 252 views 10 comments 0 points Most recent by DryHeat May 7Troubleshooting