You can update the following preferences for Reports. You may find additional preferences under Reports and Graphs preferences.
I actually want to customize my report
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 How do I customize a report or graph?
Account display
- 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.
Category display
- 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.
Visual Settings
- Select the font size you would like all your reports to be displayed in. Choose among A-, A, A+.
- Check the Row color checkbox to change alternate row colors for your reports.
- Select Row height for your reports among - Standard, Compact & Extra space. The row height in the reports would 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 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.
Notes
For the Capital Gains report, Quicken takes you to the Sold transaction in the transaction list whether or not you select this check box.
Remind me to save reports
Click to clear this check box if you don't want Quicken to remind you to save a report after you've customized it.
Decimal places for prices and shares
Enter the number of decimal places to display in security prices and share amounts. You can enter a number from 0 to 6 to control the number of digits to the right of the decimal point. 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.