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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In addition to using standard reports, you can create new reports and customize existing reports to suit your needs.
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Customizing a report
Customizing a report is an easy way to build a report that suits your needs without having to create it from scratch. Quicken already comes with many standard reports, and it is easy to change the report to suit your needs, then save the report with a new name.
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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.