Reports

Discussion List

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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 670 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 554 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 23 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 83 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 211 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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  4

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  Waterfall Chart for month to month income and spending

  Active jtjones0304 52 views 4 comments 4 points Most recent by Coach Natalie July 2025Feature Requests
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  12

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  Ability to Share Reports (edited)

  Active Matt C 191 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 35 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 2 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 91 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 12 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 21 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 246 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 13 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Net worth discrepancy

  Closed lwyman 63 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. 3 views 0 comments 1 point Most recent by Jim M. June 2025Feature Requests
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  We want your feedback on the Balance Sheet Report!

  Closed Coach Natalie 477 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 May 2025Report a Bug
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  18
  Profit & Loss Report

  Completed Closed Charles Collins 746 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 164 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 294 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 181 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 101 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug for Quicken Business & Personal
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 53 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 51 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback