Discover the convenience of EasyAnswer <\/strong>reports and gain a better understanding of your finances. Head to the Reports <\/strong>tab and select EasyAnswer <\/strong>from the left column to access our list of reports. EasyAnswer <\/strong>reports are designed to answer specific questions such as where you spent your money, how much you spent, how your spending changed, how much you spent compared to other time periods, your net worth for the period, and any taxable events \u2014 all with a single click. <\/p>\n<\/div>\n\n\n\n Your Portfolio Chart<\/strong> in Quicken has many great features you may not be aware of. These are some of the things you can do:<\/p>\n\n\n\n Do you ever feel like your investments are just small change? Some people don\u2019t like to see how many cents a stock is worth \u2014 they just want to see the dollars. If you\u2019d prefer to hide cents, go to the three-dot menu in your investment portfolio and select Hide cents in amount<\/strong>. Your individual investment totals will be rounded to the nearest dollar. Your account total, however, will continue to show your full Market Value<\/strong>, including cents.<\/p>\n\n\n\n You can take control over the appearance of your reports with the View Settings<\/b> menu. On the menu bar of a report, go to View<\/b> and select View Settings<\/b>. You can update the font, text size, and row style on the Report View Settings<\/b> screen. Additionally, you can turn on or off the Options<\/b> for Show Currency Symbol<\/b> and Show Cents<\/b>.<\/p>\n\n\n\n Quicken for Mac\u2019s Simple Tracking<\/strong> feature gives you access to a wider range of brokerages. Simple Tracking<\/strong> is a feature that reports on positions and total value for investments without also tracking transactions. This option not only provides a cleaner user experience but also makes it possible to work with hundreds of brokerages that were previously unavailable, including such popular investment companies as Robinhood<\/strong> and WealthBuilder<\/strong>. Meanwhile, if an investment company does offer Complete Tracking<\/strong>, you have the option of choosing which sort of tracking you prefer. As always, you can add new brokerage accounts by clicking the add account button Quicken gives you the ability to hide accounts. Hiding an account allows you to continually track the account but not have it clutter up your sidebar. For less-used accounts, or if you track many accounts, hiding an account can be handy.<\/p>\n\n\n\n To hide an account, go to the Accounts<\/strong> menu and choose Hide and Show Accounts<\/strong>. From there, choose the Hide in Lists<\/strong> checkbox next to the account(s) you want to hide. This will hide the account in the Quicken sidebar and transaction lists, such as when creating a transfer. However, all data from the hidden account will still be available by default in the budget, reports, net worth, and other features.<\/p>\n\n\n\n If you’d like to exclude<\/em> all an account’s transactions from reports and features by default, choose the Keep Separate<\/strong> option. Keep Separate<\/strong> is helpful if you manage an account for a relative, club, etc.<\/p>\n\n\n\n Did you know that the Q icon in the upper right corner of your Quicken screen is more than just an icon? If you click the Q, you can see the name of your file and show it in the Finder. You can also access your Quicken Account, contact support, share your screen, and check for updates!<\/p>\n\n\n\n If you have student loans, it’s important to know how much you owe. Quicken works with many student loan providers so you can download and track your loan information automatically. Providers on Quicken include Navient, American Education Services (AES), CornerStone, PHEAA, SoFi, MOHELA, and many others. To add a student loan provider, follow the same process for adding accounts and choose the provider you work with. Be aware that while you can track the balance of your connected loans, the many payoff options for student loans mean you cannot track amortization or some of the other features available for mortgages and other loans.<\/p>\n\n\n\n When you\u2019re in the register looking at a transaction from a payee, you may want to see the other transactions from the same payee. If you do, simply right-click on the transaction and select the Find<\/b> feature. For example, if you see a charge from Apple<\/b>, right-click on the transaction and you\u2019ll see the option Find Apple<\/b>. After selecting Find Apple<\/b>, you would then see all of your Apple<\/b> transactions in the register.<\/p>\n\n\n\n Did you know that you can use the refresh feature on the investment toolbar to update the prices for your securities quickly? The toolbar displays the date and time of your last update. Click the refresh button next to the date and time to get the latest prices for your securities.<\/p>\n\n\n\n When you use the Quicken Dashboard<\/strong>, you may notice that you can now see when your transactions were last updated listed at the top of the dashboard. Next to that, you’ll see the Update now<\/strong> feature. Clicking Update now <\/strong>will activate One Step Update<\/strong>, which is also available on the accounts toolbar. Use Update now<\/strong> as a convenient way to update your transactions and see your latest transaction information.<\/p>\n\n\n\n Sometimes you close out an account with your bank or credit card company, but still want to keep the transaction history for your records. The easiest way to do this is to close your account in Quicken. To close your account, right-click the account on the sidebar and select Mark [account<\/i>] as closed<\/b>. Quicken will ask you to verify this step and let you know what adjustments will be made to your account. Review all the information before making a final decision to close your account.<\/p>\n\n\n\n While you can track many financial accounts in Quicken, you may not want to see all of those accounts when you are using the companion software, Quicken Mobile<\/b> and Quicken on the Web<\/b>. You can easily designate which accounts to sync by going to Quicken<\/b> menu \u2192 Preferences<\/b> \u2192 Mobile, Web & Alerts<\/b>. Under Accounts<\/b>, you will see a list of your financial accounts. You can use the checkbox next to an account to enable or disable that account for synchronization.<\/p>\n\n\n\n It’s a good idea to back up your transactions at the end of the year. This ensures that you will have a backup copy that includes that year’s finances.<\/p>\n\n\n\n To begin the process go to File<\/strong> menu \u2192 Save a Backup<\/strong>. You might want to save your backup to Dropbox or your iCloud Drive. You should also go to Quicken<\/strong> menu \u2192 Preferences<\/strong> \u2192 General<\/strong> and make sure you have automatic backups turned on.<\/p>\n\n\n\n Run reports to see your past year’s finances. Almost all reports are useful from a year-end perspective, but here are five great reports to run:<\/p>\n\n\n\n Tax Schedule:<\/b> A report on your taxes focused on the individual tax forms each transaction may apply to.<\/p>\n\n\n\n Cash Flow:<\/b> An overall view of your income and expenses by category.<\/p>\n\n\n\n Transactions by Account:<\/b> A complete list of all your transactions. You may also wish to run Transactions by Category and Transactions by Payee.<\/p>\n\n\n\n Spending Over Time:<\/b> A month-by-month look at your spending.<\/p>\n\n\n\n Category Comparison by Year:<\/b> This report will help you compare your spending to previous years by comparing spending categories. You may also be interested in Payee Comparison by Year.<\/p>\n\n\n\n The end of the year is a great time to review your budget and the categories in it. Look for areas where you overspent or underspent. Also, check to be sure your transactions are properly categorized. You may find that some transactions are better tracked by a different category once you take the time to give them a second look.<\/p>\n\n\n\n When you access your Category List<\/strong> (\u21e7\u2318C<\/strong>) you can quickly filter the list to narrow your choices. The filter includes:<\/p>\n\n\n\n You can also just start typing a name in the Search<\/strong> field if you know what you are looking for.<\/p>\n\n\n\n Did you know that if you use Quicken\u2019s investing features, you can quickly bring up a list of your securities? You can access your Security List <\/strong>by going to Window <\/strong>menu \u2192 Securities <\/strong>or pressing Shift<\/strong>+Command<\/strong>+R<\/strong>. From the list, you can see what securities you are tracking, edit or delete those securities, and add new securities.<\/p>\n\n\n\n A quick way to get more information or edit a security is by clicking on the security name in the Portfolio View <\/strong>or in the Investment Dashboard<\/strong> for the Holdings <\/strong>and Top Mover <\/strong>cards. This brings up a menu that allows you to Edit a Security<\/strong> or see an overview (a web page that has news and information).<\/p>\n\n\n\n Do you want to see what was updated the last time you updated your accounts? Go to Window <\/strong>menu \u2192 Account Status<\/strong>. You\u2019ll see what accounts were updated, how many new transactions (if any) were downloaded, and the date and time of the last update. You can also use the Account Status<\/strong> window to update individual accounts.<\/p>\n\n\n\n You may notice different colored dots next to your account names on the sidebar. These dots let you know the status of that account. A blue dot means there were new transactions added at the last update. An orange dot means there is an issue with that account. You can find out what the issue is by selecting the orange dot. You will then see the Account Status<\/strong> window. You may also see an alert at the top of the Quicken screen<\/p>\n\n\n\n Did you know Quicken can forecast what your bank balance will be? Go to Bills & Income<\/strong>, then select Projected Balances<\/strong>. You can look at the projected balance for all of your accounts or choose a single account. You can also choose from different date ranges. Your calendar will also show balance projections.<\/p>\n\n\n\n Do you want to keep track of the cash you spend? You can start a cash account and track it manually. To create a cash account go to Accounts > New > Cash<\/strong>. Set your opening balance and select Finish<\/strong>.<\/p>\n\n\n\n Did you know you can easily access all of your Tags<\/strong>? You can use Shift + Command + T<\/strong> or go to Window<\/strong> menu \u2192 Tags<\/strong> to see a list of all your Tags<\/strong>. You can use the Tags<\/strong> screen to view your current tags. You can also use +<\/strong> to add new tags. The Tags<\/strong> screen also has a search feature, which is handy if you use a lot of tags.<\/p>\n\n\n\n Did you know you can schedule a reminder to let you know when your paycheck or other income is coming? This is a great way to help you get more information about your cash flow. To schedule a reminder, find a paycheck or other regularly occurring income in your register and use Control + Click<\/strong> to see a menu of actions. Select Schedule Selected Transaction<\/strong>. The Add a New Bill<\/strong> screen will appear. Select Next<\/strong> under Other Bill or Income<\/strong>, then follow the on-screen instructions to enter your income reminder.<\/p>\n\n\n\n Did you know you can edit multiple transactions at once? This is a great shortcut when you need to change the Payee<\/strong>, Category<\/strong>, Tag<\/strong>, Memo<\/strong>, or other information for multiple transactions. Just select all the register transactions you want to edit, and press Command + I<\/strong>.<\/p>\n\n\n\n Do you want to see the details of a transaction? If you have selected a transaction, you can use Option + Command + E <\/strong>to see the details for that transaction. This includes information such as the Memo<\/strong>, Tags<\/strong>, Splits<\/strong>, and Attachments<\/strong>. You can edit these details and make any necessary changes to your transaction.<\/p>\n\n\n\n If you want to check to see if you are on the latest version of Quicken for Mac<\/strong>, in the main menu select Quicken<\/strong> \u2192 Check for updates<\/strong>. It will let you know if you are on the most current software version. If you aren’t on the latest version, you can update right from that screen.<\/p>\n\n\n\n Your register is a great way to look at transactions at a glance, but what if you want to see all of the information Quicken has about a transaction? In that case, you can use the Transactions<\/strong> Inspector<\/strong>. From any transaction, press Option<\/strong> + Command<\/strong> + I<\/strong>. This will toggle the Transactions<\/strong> Inspector<\/strong>, which provides all of the available details about a transaction. This includes all the basic information such as the Amount<\/strong>, Date<\/strong>, and Payee<\/strong>. It can also include, if available, deeper information such as identification numbers, Date Posted<\/strong>, and the Statement Memo<\/strong>. This is information you don’t always need but can be vital in situations such as payment disputes.<\/p>\n\n\n\n Do you need to do some quick math? You can do it without leaving the Quicken for Mac<\/strong> application. Whenever you need to enter an amount, you can calculate it right in the amount field using common math symbols such as + – * \/ =<\/strong>. You can use this to add a series of numbers from a receipt, calculate sales tax, or otherwise split an expense or income. To do this, click in the Amount<\/strong> field where you will be entering your number. You\u2019ll see a little calculator icon You can sync your Quicken for Mac <\/strong>account with your Quicken Mobile<\/strong> account without having to perform a full update of all your accounts. To do this select Accounts<\/strong> \u2192 Sync to Mobile<\/strong>. You can also use the keyboard shortcut Ctrl + S<\/strong>.<\/p>\n\n\n\n The Activity<\/strong> tab for Bills & Income<\/strong> allows you to look at your previously paid bills and when you marked them as paid. Besides the date, you can also look at the amount and your payment method. This is a useful tool, especially for seeing when you tend to pay bills. You can also use this page to review when you received income. Use the Search All Visible Columns<\/strong> feature if you need to find a particular past payment. You can also sort your payments by any of the columns on the page.<\/p>\n\n\n\n Often, people add tags only when they are looking at an individual transaction, but you can also add tags using the Tags<\/strong> screen. To access the Tags<\/strong> screen, you can press Shift+Command+T<\/strong>, or you can find it under the Window <\/strong>menu. From the Tags<\/strong> screen you can use the +<\/strong> to add tags. This is useful if you want to add a series of tags, such as transaction tags set up for a particular person or purpose. When you add a Tag<\/strong>, be sure to take advantage of the description field. Sometimes people forget why they tagged something, and having a description of the Tag<\/strong> is handy.<\/p>\n\n\n\n When you look at your register in Quicken, you can see a lot of information about your transactions, but reports allow you to dig deeper. You can use your Transactions<\/strong> reports to get more information about your transactions. There are five transactions reports:<\/p>\n\n\n\n The Transactions<\/strong> reports not only list your transactions, but can give you summary information. To see your summary information, select Summary<\/strong> as your report Type<\/strong> in the menu at the top of your report, then select the criteria for your summary.<\/a><\/p>\n\n\n\n Did you know that you can view a list of your payees? You can access that list at Window <\/strong>\u2192 Payees & Rules<\/strong> or by using the Shift + Command + E<\/strong> shortcut. You can use Payees & Rules<\/strong> to set up Renaming Rules<\/strong> and Quickfill Rules<\/strong> your payees by choosing those options at the top of the screen. You can also edit a Payee<\/strong> to add a payment option such as Bank Bill Pay, Check Pay, and eBill. To edit a Payee<\/strong>, double-click the Payee<\/strong> in the list.<\/p>\n\n\n\n If you click on a segment of a chart, it will provide more information. For example, if you are looking at your Spending by Category<\/strong> chart and select one of the segments, it will take you to the spending for the category it corresponds to. If you are using our Budget feature and select a category, an informational window appears, and you have the option to view your transactions in that category.<\/p>\n\n\n\n Select Alerts<\/strong> to view any items that Quicken has flagged for you to look at. You can find Alerts<\/strong> on the Quicken for Mac top menu. The Alerts<\/strong> section will display your latest alerts, as well as when you lasted synced your accounts. Click the gear icon to choose what alerts to receive and how you will receive them. Some alerts can be sent as an email, and Failed Payment <\/strong>alerts can be sent as a text message.<\/p>\n\n\n\n Did you know that you can print reports with expanded or collapsed sections? Once you have selected a report, you can use Table Options<\/strong> to Expand All<\/strong> or Collapse All<\/strong> sections. For individual sections of the report, use Did you know you can access your transactions as a calendar rather than a list? The Calendar <\/strong>view can be very helpful in putting your spending in perspective. This will help you determine when transactions occur, both as a day of the month and a day of the week.<\/p>\n\n\n\n In Quicken for Windows<\/strong>, press CTRL+K<\/strong> to see your Calendar<\/strong>. You can also access it by selecting Calendar <\/strong>from the Tools <\/strong>menu.<\/p>\n\n\n\n In Quicken for the Mac<\/strong>, Calendars <\/strong>appears as a tab on the Quicken Feature Bar<\/strong>.<\/p>\n\n\n\n Did you know you can easily view your account details and settings. This allows you to make adjustments to things such as your Account Name and Account Description. You can also take actions such as hiding or closing an account.<\/p>\n\n\n\n To edit account details in Quicken for Windows<\/strong>, right-click the account you want to edit on the account bar and select Edit\/Delete Account<\/strong>.<\/p>\n\n\n\n To edit account information in Quicken for the Mac,<\/strong> CTRL+Click<\/strong> on the account you want to edit on the account bar and select Edit<\/strong> [account] Settings<\/strong>.<\/p>\n\n\n\n Quicken has many reports you can run to help you track and understand your finances. One useful report is the Cash Flow Report<\/strong>. Cash flow is a summary of the amount of money going into and coming out of your accounts. The Cash Flow Report <\/strong>provides information about your inflows (income or other money going into your accounts) and outflows (money that was spent or otherwise left your accounts). It is broken down by Category <\/strong>and the default a yearly summary. It can be helpful to see how much money is being spent cumulatively in a given category.<\/a><\/p>\n\n\n\n To view the Cash Flow Report<\/strong> in Quicken for the Mac<\/strong>, select Reports <\/strong>> Popular <\/strong>> Cash Flow<\/strong>.<\/p>\n\n\n\n When you set up your Quicken subscription, one benefit you get is free cloud storage with Dropbox. Dropbox <\/strong>is an online service that can be used to store your Quicken backup files. It creates a folder you can access from your computer that takes anything you store in it and backs it up in online cloud storage. Quicken encourages you to use Dropbox <\/strong>to store a backup your Quicken data file, but Dropbox <\/strong>can be used to store any files you want to keep safe and be able access from multiple computers. For more information, please read our Dropbox FAQ<\/a>.<\/p>\n\n\n\n It is a good idea to regularly save a backup of your Quicken data file. Having a backup of your data file (also called a dataset) allows you to recover your information if your data file becomes corrupted or you encounter other issues.<\/p>\n\n\n\n To save a backup of your data file in Quicken for Windows<\/strong>, go to File <\/strong>> Backup & Restore <\/strong>> Back up Quicken file<\/strong> (you can also use the keyboard shortcut CTRL+B<\/strong>). If you have set up your <\/a>![\"Quicken](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2023\/04\/mac-easyanswer-reports-1024x1024.png\")
<\/figure>\n<\/div>\n<\/div>\n\n\n\nPortfolio Chart power-user tips<\/h1>\n\n\n\n
\n
Hide cents when viewing the investment portfolio<\/h2>\n\n\n\n
You can customize how reports look<\/h2>\n\n\n\n
Get access to more brokerages with Simple Tracking<\/h2>\n\n\n\n
![\"plus](\"https:\/\/www.quicken.com\/sites\/default\/files\/plus-icon.webp\"){kind=icon}
and selecting Investments<\/strong> \u2192 Brokerage<\/strong>.<\/p>\n\n\n\nYou can hide accounts you track but don’t want to see every day<\/h2>\n\n\n\n
What does the Q do?<\/h2>\n\n\n\n
Have you added your student loans?<\/h2>\n\n\n\n
Use right-click to quickly find transactions from the same payee<\/h2>\n\n\n
![\"Right-click](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/right-click-mac-interface.png\")
<\/figure><\/div>\n\n\nQuickly update your portfolio value<\/h2>\n\n\n
![\""Updated:](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/updated.png\")
<\/figure><\/div>\n\n\nDo you know how to close an account?<\/h2>\n\n\n\n
Did you know you can specify which accounts to sync with mobile & web?<\/h2>\n\n\n\n
Three things you should do in Quicken for Mac at the end of the year<\/h2>\n\n\n\n
One: Back up your file<\/h3>\n\n\n\n
Two: Run year-end reports<\/h3>\n\n\n\n
Three: Review your budget and categories<\/h3>\n\n\n\n
You can filter your categories<\/h2>\n\n\n\n
![\"category](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/categoryfilters.png\")
<\/figure><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n\n
See all your securities in one place<\/h2>\n\n\n\n
Click security names to see more information<\/h2>\n\n\n\n
Get more information about your last account update<\/h2>\n\n\n\n
What do the dots next to your account names mean?<\/h2>\n\n\n\n
Get your projected balance<\/h2>\n\n\n\n
Cash Accounts<\/h2>\n\n\n\n
Access your Tags<\/h2>\n\n\n\n
Remind yourself when income is coming<\/h2>\n\n\n\n
Edit multiple transactions<\/h2>\n\n\n\n
See transaction details<\/h2>\n\n\n\n
Check for product updates<\/h2>\n\n\n\n
Dive deeper into a transaction with the Transactions Inspector<\/h2>\n\n\n\n
Did you know Quicken can calculate amounts for you?<\/h2>\n\n\n
![\"calculator](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/QuickenMacTips0421.png\")
<\/figure><\/div>\n\n\n![\"calculator](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/QuickenMacTips0421calc.jpg\")
. Click the icon and begin entering your equation. Press =<\/strong> to get your total or press Return<\/strong> to send the total straight to the Amount<\/strong> field.<\/p>\n\n\n\nDo you know how to sync to your mobile accounts?<\/h2>\n\n\n\n
Do you know about the Activity tab For Bills & Income?<\/h2>\n\n\n
![\"bills](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/BillsIncomeActivity.png\")
<\/figure><\/div>\n\n\nDo you know how to access and add Tags?<\/a><\/h2>\n\n\n\n
Do you know about Transactions Reports?<\/a><\/h2>\n\n\n\n
\n
Using the Payees & Rules window<\/h2>\n\n\n\n
Did you know that many charts and reports are interactive?<\/a><\/h2>\n\n\n\n
Do you know how to review your alerts?<\/h2>\n\n\n\n
Expanding and collapsing sections of a report<\/h2>\n\n\n\n
![\"collapsed](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Collapsed@3x.png\")
to expand a section and ![\"expanded](\"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2022\/08\/Expanded@3x.png\")
\u200b to collapse a section. If you’re using a transaction report, you’ll also find the Columns<\/strong> option lets you change your columns. When you use Print<\/strong>, the report will print the way it displays on the screen.<\/p>\n\n\n\nReview your transactions as a calendar<\/h2>\n\n\n\n
View and edit your account details<\/h2>\n\n\n\n
Get a report on your cash flow<\/h2>\n\n\n\n
Use your Dropbox account<\/h2>\n\n\n\n