The Lifetime Overview report provides a comprehensive analysis of your financial health over the entire period of data recorded in Quicken. It's especially useful for users who have been tracking their finances for several years.
How to Use the Lifetime Overview Report
By leveraging the Lifetime Overview report, you can gain valuable insights into your financial journey, track your progress, and make informed decisions for future financial planning.
Access the Report
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To access the Lifetime Overview Report, select Reports menu → Net Worth & Balances → Lifetime Overview Report.
Customize Your View
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Choose the accounts you want to include or exclude from the report for targeted analysis. Select the Customize icon in the top right of the report.
From there you an adjust both the Display and the Accounts that will be reported on.
Adjust for Inflation
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Select inflation adjustment
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to get a more accurate representation of your financial data over time. This is especially useful if your records go back many years.
Analyze Investment Data
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Select the investment-related options to reflect your investment activity
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within the report. This includes the following options:
- Investment Income
- Realized Gains
- Unrealized Gains
- Funds Added/Removed
- At Market Value
- Transfers to Assets/Invetments
If you do not track investing in Quicken, you should seselect all of those options to avoid clutter.
Interpret the Graph
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Use the graph to get a quick visual understanding of your net worth progression and annual percentage changes.
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The light green bar reflects the change in your net worth for the year. The darker green column represents your net worth for that year.
Report Column Descriptions
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