Reports

Discussion List

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  Year-End Report Notation Log (edited)

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

  Closed Super D 193 views 14 comments 0 points Most recent by Jm1295 August 2025Feedback
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  Recent 12 Months - Make this a full 365 days (edited)

  Active Jm1295 44 views 2 comments 5 points Most recent by Jm1295 August 2025Feature Requests
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  1
  Add a horizontal scroll bar to Reports (edited)

  Already Offered Closed Kseniya 15 views 1 comment 1 point Most recent by Coach Natalie July 2025Feature Requests
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  Things to fix or add about reports

  Closed Karin C 49 views 3 comments 1 point Most recent by Coach Kristina July 2025Feedback
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  Merged: Reports, Income & Expense – Need Slider Bar Below

  Closed Dick_Davis 31 views 0 comments 0 points Most recent by ChefKeith July 2025Using Reports
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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 32 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
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  Reports tied to Spending Plan

  Closed SethW 29 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
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  Reports by Category totaling with transaction amount not category amount?

  Closed Tom G 15 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 50 views 7 comments 0 points Most recent by rjg5060 July 2025Report a Bug
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  Workaround for Printing Reports

  Closed Dmenk60 26 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 108 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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  Good and Bad after a month of using

  Closed virshu 731 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
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  Add "Last 12 Months" To Reports

  Completed Closed mike128 643 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
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  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 46 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
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  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 113 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 218 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team
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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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  Waterfall Chart for month to month income and spending

  Active jtjones0304 56 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  Ability to Share Reports (edited)

  Active Matt C 196 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 47 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 11 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 118 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 17 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 33 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 269 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 24 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Net worth discrepancy

  Closed lwyman 74 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Add a Report for Capital Gains (edited)

  Active Jim M. 11 views 0 comments 1 point Most recent by Jim M. June 2025Feature Requests