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- Choose Reports menu > Reports & Graphs Center.
- In the Quicken Standard Reports list on the left, click the section you want.
- Select the report you want.
- Click Show Report.
- Select an amount in the report. The pointer changes to a magnifying glass. Double-click the amount.
Notes
- You cannot use this method from all lines in all reports. If the pointer doesn't change, you can't see more detail about that line.
- If you'd prefer to have Quicken take you from a specific transaction in an investment report to the investment form you completed for that transaction, change the Reports only preferences.
Zoom in on graph data
When you use QuickZoom in a graph, QuickZoom either creates a second graph that shows more detail about an element in the original graph, or it creates a transaction report that lists the transactions that the report represents.
To view more detail in a graph:
- Double-click a bar or pie slice to use QuickZoom to see the next level of detail.
- Click or point to a bar, pie slice, or legend and wait for a moment to display an exact value.
- Bars reveal the description and amount.
- Slices reveal the category or security amount. If the amount is positive, the percentage is added. The percentage is always the value relative to the total pie even if you hid one or more slices (with SHIFT+click).
- Legend items reveal the total amount for the time period.
- Hold down the SHIFT key and click the slice or bar you want to hide. Hiding a category (a slice in a pie chart or a bar in a bar graph) is different from excluding it when you customize a graph:
- If you exclude a category by clearing it from the Categories tab, Quicken doesn't include the category in its analysis.
- If you hide a category (by using SHIFT+click in a displayed graph), Quicken still calculates its value in the graph, but doesn't display the value. You can see this because Quicken displays a subtotal instead of a total at the bottom of the graph legend. To show a hidden item, create the graph again. (You can also exclude a category by clearing the Categories check box on the Categories tab of the Customize dialog if you do, Quicken won't include the category in its analysis. You can exclude securities in the same way.)
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For the Spending by Payee and Spending by Category report or graph, as well as the itemized payees and Itemized Categories reports, Quicken includes one-click trend graphs, so you can quickly and easily see your average monthly spending for each category or payee for the past year.
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