Reports

Discussion List

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  18
  Profit & Loss Report

  Completed Closed Charles Collins 693 views 22 comments 18 points Most recent by Coach Natalie May 2025Feature Requests
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  Net income by month shows wrong number of months

  Closed Bgz 167 views 11 comments 0 points Most recent by Coach Jon May 2025Report a Bug
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  How Do I Handle a Reimbursement from my Employer?

  Closed housetr 232 views 10 comments 0 points Most recent by EL1234 May 2025Managing Your Transactions
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  Merged: category Spending over time by month (amounts and bar graph)

  Closed PJC 1 view 0 comments 1 point Most recent by PJC May 2025Feature Requests
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  Crash: Mystery Transaction appears in Spending Report, if I click it: "oops something went wrong"

  Closed RobWilk 180 views 15 comments 0 points Most recent by Coach Jon May 2025Report a Bug
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  Neverending spinning in the Taxes and P&L Reports with a Custom Date Range of less than 1 month

  Closed elaceeps 99 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug for Quicken Business & Personal
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  10

  Up Down
  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 85 views 3 comments 10 points Most recent by JBThe@rchitech May 2025Feature Requests
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 57 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
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  Merged: Custom reports on dashboard

  Closed JBThe@rchitech 11 views 0 comments 2 points Most recent by Coach Kristina May 2025Feature Requests
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  Feature Questions & Feedback

  Closed arknemsis 58 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback
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  3

  Up Down
  Add a pie chart for Liabilities (edited)

  Active msit 3 views 1 comment 3 points Most recent by Coach Natalie May 2025Feature Requests
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  Decimal places in net income by month report

  Closed RobWilk 115 views 8 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
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  Save/Memorize selected time range in reports

  Closed Bakri 23 views 3 comments 1 point Most recent by Coach Natalie May 2025Feedback
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  Can I run a spending report for a specific business within Business & Personal?

  Closed IB1542 12 views 3 comments 0 points Most recent by Coach Kristina May 2025Business Reports
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  Is there a way to choose "all time" in reports?

  Answered ✓ Closed IB1542 31 views 3 comments 0 points Most recent by Coach Kristina May 2025Business Reports
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  Report for "Banking"

  Closed BeccaBits 11 views 1 comment 1 point Most recent by Coach Natalie May 2025Feedback
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  Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

  Closed Sk8terboy 24 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Reporting on Sub-Categories

  Closed rhart1716 28 views 1 comment 0 points Most recent by Coach Jon April 2025Using Reports
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  How can I get Net Income on Dashboard

  Answered ✓ Closed N4KHQ 30 views 3 comments 0 points Most recent by Coach Jon April 2025Using the Dashboard
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  Not recognizing Venmo transactions

  Closed Meileigh2021 12 views 2 comments 0 points Most recent by Mayra April 2025Using Reports
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  Please remove the "everything else" clustering

  Closed upstatepainter 34 views 4 comments 0 points Most recent by upstatepainter April 2025Using Reports
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  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 46 views 3 comments 0 points Most recent by DryHeat April 2025Using Reports
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  Add averages, min and max on the reports

  Closed ashdubey 2 views 1 comment 0 points Most recent by Coach Kristina April 2025Feedback
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  Report will not recognize Venmo as a Payee

  Closed cat4130 1 view 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  Net Income Report needs Year to date feature

  Closed remynoveshen 2 views 2 comments 0 points Most recent by RobWilk April 2025Feedback
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  Please add the ability to save reporting settings for future use

  Closed upstatepainter 18 views 1 comment 4 points Most recent by Coach Kristina April 2025Using Reports
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  How do I manually add a dividend income transaction, brokerage account missing in dropdown of add tx

  Answered ✓ Closed Oogway 70 views 7 comments 0 points Most recent by SRC54 April 2025Report a Bug
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 61 views 2 comments 0 points Most recent by jemenake April 2025Getting Started