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 Advanced tab under Edit Report allows you to set preferences for several specific scenarios. If Advanced options for a report are unavailable, 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.
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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.