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The instructions below are about setting report preferences. Select Customize at the top of your report screen to make changes to an individual report.
For more information see , see How do I customize a report or graph? |
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- Select Description to use only the account description in the report.
- Select Name to use only the account name in the report.
- Select Both to use both the account name and the description in the report.
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- Select Description to use only the category description in the report.
- Select Name to use only the category name in the report.
- Select Both to use both the category name and the description in the report.
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- Select the font size you would like all your reports to be displayed in. Choose among:
- A-
- (small)
- A (regular)
- A+ (large).
- Check Select the Alternate Row color checkbox to change use alternate row colors for your reports.
- Select Row heightHeight for your reports among - Standard, Compact & Extra space. The row height in the reports would will be changed accordingly
Use color in report
- Select this check box to display negative amounts in color.
QuickZoom to investment forms
- Select this check box .
Other Settings
- Select Collapse all graphs in reports by default to create reports in the collapsed state so that you much choose to expand a report section to see the details for that report section.
- Select Apply color to expenses in reports to differentiate expenses using color.
Select QuickZoom to investment forms to have Quicken take you from a specific transaction you've selected in an investment report to the investment form you completed for that transaction.
Click to clear this check boxClear QuickZoom to investment forms to have Quicken take you from a specific transaction in an investment report to the entry in the investment transaction list for that transaction.
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Info For the Capital Gains report, Quicken takes you to the Sold transaction in the transaction list whether or not you select this check box.
- Select Remind me to save reports
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Click to clear this check box if you don't want Quicken to remind you to save a report after you've customized it.
- to be prompted to save a customized report when you attempt to close the report's screen.
- Select Don’t show the zero-balance accounts in Net Worth reports to only include accounts with balances in your Net Worth reports.
- Set Decimal places for prices and shares
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- to any number from 0 to 8. This will determine how much detail will be displayed for your shares and prices.
For example, if the option is set to 4, a price could be 10.1345. With the option set to 2, the same price would appear as 10.13.
QuickZoom to investment forms
- Select this check box to have Quicken take you from a specific transaction you've selected in an investment report to the investment form you completed for that transaction.
- Click to clear this check box to have Quicken take you from a specific transaction in an investment report to the entry in the investment transaction list for that transaction.