Your report will appear on the Reports page. Once you have finished naming your report and selecting your report criteria, select OK. Row ( Category, Payee, Tag, Account, Time) Select Create New Report from the left column.Įach type of report has a name field and customizations: This will give you many options to help you create a custom report.
One of the ways you can create a report is to use the Create New Report tool on your reports tab. Your new custom report will appear on your Report tab under My Reports.Ĭreating a new report from the Report tab This will also allow you to change the report name if you have not already done so. Select Save as a new custom report if you don't want to replace the old report. Select Save to replace the old report with this customized report. When you try to close a report you’ve customized, you will be asked Do you want to save changes to this report? See more about the Edit Report feature below.Ĭhange one or more of the options at the top of the report.Ĭollapse or expand a section of a report by selecting the arrow next to a row. Use the Edit button (This is great for changing the Date Range or selecting individual items such as specific Categories, Tags, or Payees). There are many ways to customize a report: On the report screen, you can customize the report. For example, you may choose to start with Category Summary by Month.
You can do this from the Reports menu, but it is often better to use the Reports tab because you can see report descriptions and also use Search All Reports to find the report you need (including any custom reports). 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. Customizing a reportĬustomizing a report is an easy way to build a report that suits your needs without having to create it from scratch. In addition to using standard reports, you can create new reports and customize existing reports to suit your needs. Quicken comes with many set reports across multiple categories: One of the keys to making the best use of Quicken is to use reports. 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.
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