Reports

Discussion List

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  3

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  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 92 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 253 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 118 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 62 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 12 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 31 views 3 comments 3 points Most recent by Coach Natalie October 2025Troubleshooting
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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 61 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 52 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 21 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 492 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 340 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 1 view 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 646 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 21 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 259 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 77 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 92 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 78 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 134 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 190 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Combine Reports and the Transactions table

  Active AZSharps 41 views 3 comments 6 points Most recent by Coach Natalie September 2025Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 1 view 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 264 views 24 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  "net income" report is missing (edited)

  Closed JUST CHECKING 83 views 10 comments 2 points Most recent by Coach Natalie September 2025Using Reports
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  Net Income by Month - graph vertical axis

  Closed ab-maryland 1 view 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 21 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature 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 101 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 376 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests