Reports

Discussion List

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  Reports by Category totaling with transaction amount not category amount?

  Closed Tom G 11 views 1 comment 0 points Most recent by Coach Jon July 2025Using Reports
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  "No Data Available" in the Net Worth report for Mobile (edited)

  Closed rjg5060 41 views 7 comments 0 points Most recent by rjg5060 July 2025Report a Bug
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  Workaround for Printing Reports

  Closed Dmenk60 21 views 1 comment 0 points Most recent by Coach Jon July 2025Using Reports
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  Report data display panel is always too tall to fit entirely on screen

  Closed DryHeat 101 views 15 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal
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  Merged: “Month to date” reports no longer show totals for individual days (web)

  Closed markv 21 views 0 comments 0 points Most recent by markv July 2025Report a Bug
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  Merged: Taxable item is not showing up on Tax report

  Closed wck_austin 41 views 0 comments 0 points Most recent by wck_austin July 2025Using Reports
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  Good and Bad after a month of using

  Closed virshu 519 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
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  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 542 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
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  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 21 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 81 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
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  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 203 views 0 comments 1 point Started by Coach Natalie July 2025 Updates From the Product Team
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  4

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  Waterfall Chart for month to month income and spending

  Active jtjones0304 51 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  7

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 85 views 5 comments 7 points Most recent by Coach Kristina July 2025Feature Requests
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  12

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  Ability to Share Reports (edited)

  Active Matt C 183 views 9 comments 12 points Most recent by SRC54 July 2025Feature Requests
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  Print Report of Expenses by Category

  Answered ✓ Closed Dmenk60 23 views 1 comment 0 points Most recent by SRC54 July 2025Using Reports
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  Allow Custom Y-Axis Scaling for Net Worth Charts

  Closed RJE1999 3 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 86 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  New 'Income & Expense Report' Feature Requests

  Closed JJo 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  0

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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 22 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  2

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  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 227 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug
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  Date range doesn't include last 12 months

  Closed Oren 11 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  19

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 271 views 14 comments 19 points Most recent by Dakota June 2025Feature Requests
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  Net worth discrepancy

  Closed lwyman 43 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting
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  1

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  Add a Report for Capital Gains (edited)

  Active Jim M. 1 view 0 comments 1 point Started by Jim M. June 2025 Feature Requests
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  We want your feedback on the Balance Sheet Report!

  Closed Coach Natalie 465 views 9 comments 0 points Most recent by Coach Natalie June 2025Quicken Business & Personal Feedback
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  Merged: Income and Expense Report error

  Closed MikeW 1 view 0 comments 0 points Most recent by Technomutt June 2025Report a Bug
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  Merged: Add a Trends/Comparison Chart (edited)

  Closed wedgeloop 171 views 0 comments 22 points Most recent by Odin700 May 2025Feature Requests
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  18
  Profit & Loss Report

  Completed Closed Charles Collins 665 views 22 comments 18 points Most recent by Coach Natalie May 2025Feature Requests