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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The option Include hidden payees allows you to also view and select from Payees you have hidden using the Payees & Rules screen. You can access the Payees & Rules screen from the Window menu or by using the keyboard shortcut Shift + Command + E. |
Advanced
The Advanced tab under Edit Report allows you to set preferences for several specific needsscenarios. If this tab does not appear, then the options are unavailable for that report.
Organization
You can organize your report by Income & Expense or Cash Flow (inflows and outflows). If the text is grayed out, then the option is unavailable.
Transfers
Transfers are transactions between your accounts within Quicken.
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- Exclude all transfers: No transfers will appear in the report.
- Include selected transfers with accounts outside of report:
- Transfer: Include transfers only if they are to accounts that do not appear in this report.
- Credit Card Payment: Include credit card payments only if they are to accounts that do not appear in this report.
- Include selected transfers with any account in the report:
- Transfer: Include all transfers regardless of what account they are to.
- Credit Card Payment: include all credit card payments regardless of what account they are to.
Adjustments
Select Include balance forward & adjustments to include manual adjustments to your accounts.
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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.