Create an EasyAnswer report or graph

EasyAnswer reports and graphs are essentially precustomized versions of standard reports and graphs, already set up to answer your questions. For some reports and graphs, you can get additional information, such as information about categories.

1. Choose Reports menu > Reports & Graphs Centre. In the Quicken Standard Reports list on the left, in the EasyAnswer reports and graphs area, select the question you want to be answered.
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     The following questions are answered by the following reports and graphs.

     EasyAnswer question	Report	Graph
     Where did I spend my money during the period...?	income and expense	income and expense
     How much did I spend on...?	itemized categories
     How much did I pay to...?	payee
     Am I saving more or less?	cash flow comparison
     Has my spending changed in this category?	cash flow comparison
     What am I worth?	net worth	net worth
     Did I meet my budget?	budget	budget
     What taxable events occurred?	tax summary
     How are my investments performing?	investment performance	investment performance
     What are my investments worth?	portfolio value	portfolio value

2. Select the default date or dates that you want the report or graph to include.
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     The date controls which transactions Quicken uses while creating the report or graph.

     Default date ranges

     Option	Dates used
     Include all dates	Starting from your earliest Quicken transaction in the accounts selected for the report, and ending with your latest transaction in the accounts selected for the report. (If the selected accounts include future transactions, such as scheduled transactions, the future transactions will appear in the report. Otherwise the ending date for the report is today's date.)
     Monthly, Quarterly, Yearly	Starting from the first day of a specified month, quarter, or year, and ending on the last day of a specified month, quarter, or year. After you make a selection, Quicken displays another field so you can specify the month, quarter, or year that you want. (Quarters begin January 1, April 1, July 1, and October 1.)
     Month to date; Quarter to date; Year to date	Starting from the first day of this month, quarter, or year, and ending today. (Quarters begin January 1, April 1, July 1, and October 1.)
     Earliest to date	Starting from the earliest Quicken transaction in the accounts selected for the report, and ending with today's date.
     Custom to date	Starting from the specified date, and ending with today's date. When you select this option, Quicken displays a dialogue where you can enter the date you want to start with.
     Current week; Current month; Current quarter; Current year	Starting from the first day of this week, month, quarter, or year, and ending with the last day of this week, month, quarter, or year. (Quarters begin January 1, April 1, July 1, and October 1.)
     Last week; Last month; Last quarter; Last year	Starting from the first day of last week, month, quarter, or year, and ending with the last day of last week, month, quarter, or year. (Quarters begin January 1, April 1, July 1, and October 1.)
     Last 30 days	Starting from 30 days ago, and ending with today's date.
     Last 12 months	Starting from 365 days ago, and ending with today's date.
     Prior year period (comparison reports only)	A range that matches the range from the line above, just one year earlier.

3. If Quicken requests additional information, enter it.
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     Some questions require you to select a category or payee or security. Your choices determine which transactions Quicken includes in the report or graph.
4. Click Show Report or Show Graph.
   • Why don't I see a Show Graph button?
     If there is no Show Graph button, the question you chose doesn't have a graph associated with it.