Your need for information about your finances can grow over time, making it more and more important to have tools that help you make sense of your finances. One of the keys to making the best use of Quicken is to use reports. Quicken comes with many set reports across multiple categories:
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- Exclude all transfers: No transfers will appear in the report.
- Include selected transfers with accounts outside of report:
- Transfer
- Credit Card Payment
- Include selected transfers with any account in the report:
- Transfer
- Credit Card Payment
Adjustments
Select Include balance forward & adjustments to include manual adjustments to your accounts.
Investment Gains
Select Include unrealized gains to include potential gains not yet converted into actual profits. Unrealized gains occur when the current market value of an investment is higher than its initial purchase cost.