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This report summarizes your income and expenses by tag, and can be useful when you want to see the additional detail tags can provide. If you purchased Quicken Home & Business, this report also includes business tags.
The Cash Flow by Tag report includes all accounts and initially includes all external transfer transactions. For example, Quicken includes a transfer of funds from checking to savings. To change the transfers that the report includes, click Customize, click the Advanced tab, and change the Transfers setting.
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This report compares your Quicken account records with the information on your current bank statement so you can resolve any differences between the two. You can print this report before you reconcile your account to see your cleared and uncleared transactions, or after you've reconciled your account for your records.
- Select the appropriate option:
- If you've just reconciled a banking account in Quicken and clicked Done, click Yes when Quicken asks if you'd like to print a Reconciliation report.
- If you haven't just reconciled the banking account, open the register you want the report for, and then choose Reports > Banking > Reconciliation.
- In the Reconciliation Report Setup dialog, in the Report Title field, enter a name for the report. (Optional)
- In the Show Reconciliation to Bank Balance as of field, change the date. (Optional)
- In the Transactions to Include area, select the appropriate option.
- Select All Transactions to see detail for every transaction (in addition to summary information).
- Select Summary and Uncleared to see detail for every uncleared transaction (in addition to summary information).
- Select the Show Savings Goal Transactions check box to see savings goal contributions.
- Click Print.
- Select any options you want to use.
- Click OK.
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This report lists transactions from one or more registers. Unlike a summary report, it shows individual transactions. To see a running total of balances, print your register and preview it on-screen. Or, to see just the last month's worth of transactions for payee or category, run a one-click minireport.