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You can change report and graph preferences such as the default date and comparison date ranges for all reports and graphs, how accounts and categories are identified in reports, whether color is used in reports, and more.

  1. Choose Edit menu > Preferences.
  2. In the left pane, choose Reports and Graphs if you want to change how both reports and graphs work, or choose Reports Only if you only want to change how reports work.
    • Reports and Graphs
    • Reports only
  3. Click OK.


The Reports & Graphs window is a popup window. This means that you can modify its behavior through the setup preferences, specifically the Automatically minimize popup windows check box. Click to clear this check box to display the Reports & Graphs window until you close it. Select the check box to minimize the Reports & Graphs window each time you run a report.