Hi Folks!
I've read the manual cover to cover and also scoured through the reports in Quicken, so what I am trying to do may not be available.
I've been pretty ill lately and have been working hard to get all of my finances into Quicken. Most that I use regularly were in there, but I'm now loading it up with every asset, liability, loan, etc., and detailing it all out better than it has been up till now.
I have a binder with all detailed reports formatted so that my wife/children can easily see what is where. But while I can create many varied custom reports, I cannot find a way to include the institutions' contact information, which I think is important. I'm trying to create a summary report that lists every account, the balances, and all contact information for the institutions involved.
Any way I can accomplish this? Outside of exporting and wading through a database or something?
Thanks much.