Reports

Discussion List

• 
  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 226 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
• 
  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 21 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
• 
  Credit cards not showing in the Spending Report (edited)

  Answered ✓ Closed neon45 190 views 4 comments 0 points Most recent by DannyB August 2025Using Reports
• 
  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 91 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting
• 
  Net worth report not matching All accounts net worth

  Closed EMAW_fan 107 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
• 
  Actual vs Budget Report (edited)

  Closed MFT 83 views 6 comments 0 points Most recent by SRC54 August 2025Using Reports
• 
  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 121 views 11 comments 0 points Most recent by Coach Jon August 2025Investments
• 
  How to find my average monthly spend among my categories?

  Closed arknemsis 46 views 1 comment 0 points Most recent by Max1223 August 2025Using Reports
• 
  No Tag Filter (edited)

  Closed ronlm 15 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
• 
  New Feature Alert: Print or Export Reports!

  Closed Coach Natalie 534 views 0 comments 3 points Most recent by Coach Natalie August 2025Updates From the Product Team
• 
  2

  Up Down
  Year-End Report Notation Log (edited)

  Michael23 12 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Why do the date filters for Last 3 months and Last 6 months return values to date?

  Closed Super D 171 views 14 comments 0 points Most recent by Jm1295 August 2025Feedback
• 
  5

  Up Down
  Recent 12 Months - Make this a full 365 days (edited)

  Active Jm1295 41 views 2 comments 5 points Most recent by Jm1295 August 2025Feature Requests
• 
  1
  Add a horizontal scroll bar to Reports (edited)

  Already Offered Closed Kseniya 11 views 1 comment 1 point Most recent by Coach Natalie July 2025Feature Requests
• 
  Things to fix or add about reports

  Closed Karin C 31 views 3 comments 1 point Most recent by Coach Kristina July 2025Feedback
• 
  Merged: Reports, Income & Expense – Need Slider Bar Below

  Closed Dick_Davis 31 views 0 comments 0 points Most recent by ChefKeith July 2025Using Reports
• 
  4

  Up Down
  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 21 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
• 
  Reports tied to Spending Plan

  Closed SethW 26 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
• 
  Reports by Category totaling with transaction amount not category amount?

  Closed Tom G 12 views 1 comment 0 points Most recent by Coach Jon July 2025Using Reports
• 
  "No Data Available" in the Net Worth report for Mobile (edited)

  Closed rjg5060 42 views 7 comments 0 points Most recent by rjg5060 July 2025Report a Bug
• 
  Workaround for Printing Reports

  Closed Dmenk60 23 views 1 comment 0 points Most recent by Coach Jon July 2025Using Reports
• 
  Report data display panel is always too tall to fit entirely on screen

  Closed DryHeat 103 views 15 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal
• 
  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
• 
  Good and Bad after a month of using

  Closed virshu 612 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
• 
  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 544 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
• 
  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 24 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
• 
  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
• 
  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 215 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team
• 
  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