Quicken offers robust features to help you manage your financial data, such as creating and customizing reports and graphs that reflect your personal finances. Use this guide to navigate through the process smoothly.

Creating a Report or Graph

1. Access the Reports & Graphs Center by selecting the Reports menu → Reports & Graph Center. This serves as your hub for all reporting tools.
2. In the Quicken Standard Reports section, click the arrow next to the category that pertains to the information you need, such as Banking.
3. Choose the desired report or graph, such as Cash Flow, from the expanded list.
4. Set your date range. For comparison reports, you will need to set two date ranges.
   

   If a graph is available, there will be a button called Show Graph.

5. You can further customize the report by clicking Customize. This will bring up a window with options to customize the Display, Accounts, Categories, Payees, and other Advanced elements of the report. See How do I customize a report or graph? for more information.

Printing and Exporting

• Print any report or graph by pressing Ctrl + P or clicking the Print icon.
• Export data for further analysis to programs like Excel by using the Export function.

Managing columns

Customizing your Quicken reports is straightforward, allowing you to tailor the display to your preferences. Learn how to adjust column sizes, remove unnecessary columns, and choose which columns to display for a clear view of your financial data.

Changing column widths

In many reports, you can adjust your column widths to provide more or less space for certain columns. To do this:

1. Hover your cursor over the line between two columns until you see two arrows.
2. Drag the column in the direction you want to use to expand or reduce the width of the column.

Removing a column

If a column can be removed (many are required) from a report, you will see a small ^x if you hover over the column name.

Click the ^x to close the column.

Selecting the columns to include

You may also find a column icon at the far right of the report. You can use that to select what columns to include or remove.

If this option is not available, it means all the columns are required.

Navigating the Report Menu Bar

The report menu bar in Quicken equips you with a variety of tools to enhance your report viewing and management experience. From historical navigation to exporting options, learn how each button facilitates a more efficient interaction with your financial reports.

• Back: This button allows you to navigate back to the previous view or screen within the Quicken report history, similar to a browser's back function. This is only available if you've changed an aspect of the report (such as the Date range) after you opened the report.
• History: This provides a drop-down list of recently viewed reports and screens, enabling quick navigation to a specific point in your session's history. This is only available if you've changed an aspect of the report (such as the Date range) after you opened the report.
• Forward: After using the Back button, you can move forward in the history to the view or screen you came from. This is only available if you've changed an aspect of the report (such as the Date range) after opening the report.
• Delete: This allows you to remove the current view of the report within the report. This is only available if you've changed an aspect of the report (such as the Date range) after opening the report.
• Email: This gives you the option to send the current report via email to yourself or others. You can send the report as either a PDF or an Excel Workbook.
• Display: This opens your report display preferences. These apply to all reports.
• Print: Initiates the printing process for the current report, allowing you to create a hard copy.
• Export: This function lets you export the current report data to another format or application. You have the following options: Excel Workbook, Text, PDF, or Copy to Clipboard.
• Save: This enables you to save the current state of the report for future reference. See How do I save a report or graph? for more information.
• Find/Replace: A tool to search for specific information. See Find and Replace for more information.
• Customize: Opens the customization options for the current report where you can alter settings. See How do I customize a report or graph? for more information.
• Help: Provides access to Quicken's help resources for assistance with reports.