- Click Customize.
- Check the settings in each of the tabs to make sure you've selected the options that you want. If you have a question about any line item, QuickZoom for details.
- Dates: Does the report or graph include the date range that you want?
- Rows: Check the headings to see if you're getting the report or graph that you want.
- Columns: Which columns do you want on the report or graph?
Accounts, Categories, Payees, Tags, Category Groups, Securities, Actions, Security Types, Investing Goals
Which items do you want to include and which ones do you want to exclude?
Transactions: What types of transactions would you like to include or exclude?