You've been entering transactions in Quicken for several months now. You appreciate the convenience of online banking. You like tracking the values of your investments, and you haven't overdrawn your checking account since you started using alerts. Yet there must be even more Quicken can do for you—even more information that it can give you. Where does your money go?
For example, how much are you spending on internet access? How much are you spending on dining? And how much is your spending compared to last year?
Which investment advisor or newsletter is giving you the best advice? Do you know what your overall asset allocation is in your taxable investment accounts? How about your tax-deferred retirement accounts? How about your credit score?
Quicken can help. The Reports & Graphs feature offers many preset reports and graphs that you can use to help you better understand your financial situation, make informed decisions, and reach your financial goals. Just go to the Reports menu and choose a report to start. EasyAnswer is an excellent place to start. For more detailed information, see one of the topics below.
Topics
- About creating reports and graphs
- How do I (Getting answers with Quicken reports and graphs)
- How do I create a report or graph?
- How do I change a transaction in a transaction report or graph?
- How do I save a report or graph?
- How do I recall, edit, move, delete or export a saved report or graph?
- How do I add, rename, or delete a folder for a saved report or graph?
- How do I prepare a printer to print a report or graph?
- How do I view the history of a report or graph?
- How do I add a saved report or graph to the Toolbar?
- About getting answers with Quicken reports and graphs
- How do I track the activity in my banking accounts?
- How do I find out how I'm spending my money?
- How do I compare information from different time periods?
- How do I find out how my investments are doing?
- How do I find out what I own and owe?
- How do I create an EasyAnswer report or graph?
- How do I create a QuickReport of an item in a list?
- How do I view more detail in a report or graph
- How do I review my data at the end of the year?
- About the credit score report
- Reporting Troubleshooting
- What if an income category is showing a negative amount in my report or graph?
- What if I can't find my saved reports and graphs?
- What if I don't see the payee I want in the Customize dialog?
- What if I lost a column while customizing my report?
- What if I want to clean up duplicate categories and payees in a report?
- What if I want to include category groups in my report or graph?
- What if my Net Worth report or graph doesn't look complete?
- What if my report doesn't print as it appears on my screen?
- What if the numbers look wrong on my report or graph?
- What if the text is clipped near the edges on reports or lists?
- Customizing Reports
- Select accounts for the Account Balances graph
- How do I use the Payees tab to customize a report?
- How do I use the Investing Goals tab to customize a report?
- How do I use the Accounts tab to customize a report?
- How do I use the Securities tab to customize a report?
- How do I use the Display tab to customize a report?
- How do I use the Tags tab to customize a report?
- How do I use the Categories tab to customize a report?
- How do I use the Advanced tab to customize a report?
- How do I use the Actions tab to customize a report?
- How do I filter reports and graphs?
- How do I use the Category Groups tab to customize a report?
- How do I customize a report or graph?
Overview
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