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- Display the report or graph you want to change.
- Click Customize.
- Set the report dates.
- Select another date if the default dates don't include the period you want.
- For comparison reports, enter two date ranges for comparison.
- For tax reports of schedule items, enter the tax year you want.
- If the date range you want isn't in the default list, you can specify your own. In the Date range list, select Custom dates and enter the appropriate date range.
- You can also set up Quicken to adjust to your fiscal year.
Notes
The date ranges you set here apply to just the report or graph you are viewing. If you want to change the default date ranges for all reports and graphs, change the preferences instead.
- Click any of the tabs to make further changes. Click a topic below to learn more.
- Click OK.
- Click Save to save the report. (Optional)
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