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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When a report has a black square icon |
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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The option Include hidden payees allows you to also view and select from Payees you have hidden using the Payees & Rules screen. You can access the Payees & Rules screen from the Window menu or by using the keyboard shortcut Shift + Command + E. |
Advanced
The Advanced tab under Edit Report allows you to set preferences for several specific needs.
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scenarios. If Advanced options for a report are unavailable, this tab does not appear.
Organization
You can organize your report by Income & Expense or Cash Flow (inflows and outflows). If the text is grayed out, then the option is unavailable.
Transfers
Transfers are transactions between your accounts within bank accounts and other accounts that may or may not be tracked in Quicken.
You can select from the following options:
- Exclude all transfers: No transfers will appear in the report.
- Include selected transfers with accounts outside of report: (default)
Include selected transfers to or from an account list not selected in the Edit Report → Accounts tab. This will also include transfers to unspecified accounts.- Transfer: Include transfers only if they are to accounts that do not appear in this report.
- Credit Card Payment: Include credit card payments only if they are to accounts that do not appear in this report.
- Include selected transfers with any account in the report:
Include selected transfers to or from any account selected in the Edit Report → Accounts tab. This will also include transfers to unspecified accounts.- Transfer: Include all transfers regardless of what account they are to.
- Credit Card Payment: Include all credit card payments regardless of what account they are to.
Adjustments
Select Include balance forward & adjustments to include manual adjustments to your accounts.
Investment Gains
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.