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Here you can make changes to several settings such as Accounts, Categories, Payees etc.

Click Customize to modify the report or graph.

The date range controls which transactions Quicken uses while creating the report or graph. If the date range you want isn't in the default list, you can select Custom dates and specify your own. Select the date or dates you want the report or graph to include.Quicken displays the settings you can adjust before you create the report. In the Quicken Standard Reports list on the left, click the section you want.You can select one of these or you can go to Reports & Graphs Center. Go to the Reports dropdown in the top menu bar.If you choose one of the include only options, then use the checkboxes to add or remove tags from your report. Include only transactions with all of the selected tags (all included transactions must have every tag selected below). Include transactions with any of the selected tags (transactions only have to have one of the tags selected below). If you choose to Include only transactions with selected categories, then use the checkboxes to add or remove categories from your report. Include only transactions with selected categories. Include transactions with any category (including uncategorized) Under Selected Accounts, use the checkboxes to add or remove accounts from your report. Under Accounts, you can choose either All Accounts or Selected Accounts. You select a specific date range using any two valid dates. Select from preset data options such as All Dates, Year to Date, Last Quarter, Last Year, and many others. Depending on the report criteria, not all of the edit options may be available for an individual report, but the five standard options are Date Range, Accounts, Categories, Tags, Payees. You can access the Edit Report screen from any report by selecting Edit. The Edit Report feature is one of the key ways to customize your reports. Open the report in a spreadsheet program such as Numbers or Excel. Select either Export to CSV or Export with Lots to CSV. It is located below the graph but above the table. Select the Export icon located on the right side of the portfolio screen. Select Investing or an individual investment account from the sidebar. You can also create a new report by choosing one of the following options from the Reports Menu:įor users of our investment features, the best way to create a report is to use the Export option on your Portfolio view Select My Reports to view your custom reports. Your report will appear on the Reports page. Once you have finished naming your report and selecting your report criteria, select OK. Row ( Category, Payee, Tag, Account, Time) Select Create New Report from the left column.Įach type of report has a name field and customizations:

This will give you many options to help you create a custom report. One of the ways you can create a report is to use the Create New Report tool on your reports tab. Your new custom report will appear on your Report tab under My Reports.Ĭreating a new report from the Report tab This will also allow you to change the report name if you have not already done so. Select Save as a new custom report if you don't want to replace the old report. Select Save to replace the old report with this customized report. When you try to close a report you’ve customized, you will be asked Do you want to save changes to this report? See more about the Edit Report feature below.Ĭhange one or more of the options at the top of the report.Ĭollapse or expand a section of a report by selecting the arrow next to a row. Use the Edit button (This is great for changing the Date Range or selecting individual items such as specific Categories, Tags, or Payees). There are many ways to customize a report: On the report screen, you can customize the report. For example, you may choose to start with Category Summary by Month. You can do this from the Reports menu, but it is often better to use the Reports tab because you can see report descriptions and also use Search All Reports to find the report you need (including any custom reports). Quicken already comes with many standard reports, and it is easy to change the report to suit your needs, then save the report with a new name. Customizing a reportĬustomizing a report is an easy way to build a report that suits your needs without having to create it from scratch. In addition to using standard reports, you can create new reports and customize existing reports to suit your needs. Quicken comes with many set reports across multiple categories: One of the keys to making the best use of Quicken is to use reports. Your need for information about your finances can grow over time, making it more and more important to have tools that help you make sense of your finances.