Create and Customize Reports

You can create reports to fit your specific needs.
How much you have spent? On who? On what? What spending is tax related?
How much you spent (or earned, or saved) this month vs last month? This year vs. last year?
How much income did you get from different sources? And much more....

Create a New Custom Report

To Create a New Custom Report:

Click the New Report button on the report toolbar or choose the Reports menu and select Create Transaction Report, Create Summary Report or Create Comparison Report.
- See also this topic on finding and navigating reports.
Next, decide the rows and columns to use in the report.
- For a Transaction Report, select to group report rows by: Category, Payee, Tag, Account, Time.
- For a Summary Report, select to group report rows by: category, tag, or payee. After selecting the Row, a new drop down will appear to select the Column: Tag, Time, Payee or Account. Finally, if you select Time, then another drop down appears so you can select the Time Interval: None, Week, Two Weeks, Half Month, Month, Quarter, Half Year, Year.
- For a Comparison Report, select to group report rows by: category, tag, or payee.
A report with the default settings will be created: all accounts, categories, and payees will be included.
You can customize the report to fit your needs by clicking the Continue to Customize button. Define the time period and the specific accounts, categories, tags or payees to be included in the report.

Using your report

You can access your reports at any time from the Report Menu on the tab or main menu bar.
To rename a report, click on the report title and select edit to change the title. You can also click the Customize button and edit the name at the top of the customization sheet.
To duplicate a report, click the Duplicate button on the report toolbar. This button only appears on transaction, summary or comparison reports created using the create transaction, summary or comparison menu.
To delete a report, click the Delete button on the report toolbar or go to the report you want to Delete and then choose Delete Report from the Reports Menu.
To print a report, click on the Print button on the reports toolbar or choose file print (or Command + P).

Customize a Report

To customize a report:

First, select the report you'd like to customize.
- See this topic on finding and navigating reports.
Open the report you want to customize. For example, Category Summary.
Click Customize at the top right of the report window. The Customize button may appear on the left side of the toolbar or at the top in other reports.
Specify how you would like to filter the report.
Select the check box Save as custom report and provide a name for your report.
Click OK. A new report is displayed and will be available in the Report Menu.
To rename this report, click Customize on your new report and update the name in the customization sheet.

Transaction, Summary and Comparison Reports

In Transaction, Summary or Comparison Reports on the second toolbar, change the report type, row, column, and time interval. The report will instantly update after selecting the last option.

Generate custom reports from your account register

Quicken gives you the flexibility to generate and view a number of reports from any account register.

To create a report from your Account Register:

Go to an account register.
Right-Click or Control-Click on a specific transaction.
Select the menu item "Report on [Payee]" or "Report on [Category]"
A report will be created for the selected payee or category.

How a report automatically stays up-to-date

Quicken keeps the report up-to-date with the transactions that match the report filters.

Examples

To understand the concept better, let us consider some real-life examples of customizing the Category Summary report.

You want to keep track of how much you have spent in each quarter: Select the option Last Quarter in the Date Range field as save the report as Quarterly financial report. The report will display all your expenses by category in the last quarter. Alternatively, you can select any other required date range options to view your expenses during that period.
On the Accounts tab: Select the accounts or account types whose details you want to view in the report. For example, you want to closely monitor the transactions of your savings account which you use regularly. Select only the required savings account and save it with a unique name. The report will display all transactions by category. You can also select multiple accounts or an entire account group.
On the Categories tab: You can select only those categories whose details you want to view in the report. For example, you want to know how much you have spent on fuel last month, select the option Last Month in the Date Range field and select the category Gas & Fuel.
On the Tags tab: Select only those tags whose details you want to view in the report. For example, if you want to see how much you spent on a vacation, select the Vacation tag. All the transactions associated with the Vacation tag will be displayed in the report.
You can use a combination of all the above options. For example, you want to know how much money you spent on fuel during a vacation last year. For this, select the category Gas & Fuel and the tag Vacation and save with a unique name.

Similarly, you can customize all other standard reports to fit your specific needs.

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