Quicken displays the reports and graphs you create in the Reports & Graphs window, which, along with the report and graph data, includes menus and buttons for saving, customizing, and printing reports and graphs.
While the reports and graphs you create in the Reports & Graphs window can bring together account information from many areas of Quicken, sometimes what you really want is just the information about a specific account or item in an account (such as a category or payee). Because of this, you can also create a number of reports right from your register.
For example, you can create a one-click minireport to give you instant insight into your spending by category or payee for one of six time periods. If you'd prefer category or payee information for a different time period, or if you want a full category or payee report that you can customize in a number of other ways, you can also create register reports.
Select the date or dates you want the report or graph to include. If the date range you want isn't in the default list, you can select Custom dates and specify your own.
The date controls which transactions Quicken uses while creating the report or graph. Default date ranges
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To display the same data in the other format, click the Show Report or Show Graph button. To hide a format, click the corresponding Hide button. (Optional)
The Show Graph button appears only when a graph option is available. Not all reports can be displayed as graphs. |
Once you have customized the report you can do the following: