Create Reports or Graphs

Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016

You may wish to understand how to create reports and graphs in Quicken as well as your options.

Step 1: Create Reports or Graphs

  1. On the top menu bar, click Reports > Reports & Graphs Center.  If you do not see Reports on the menu bar, click on the Planning tab.  Choose All Reports and Graphs > Reports & Graphs Center.
  2. In the Quicken Standard Reports list on the left, click the section you want.
  3. Select the report or graph you want. Quicken displays the settings you can specify before you create the report.
  4. Select the date or dates you want the report or graph to include. If the date range you want isn't in the default list, you can select Custom dates and specify your own. The date range controls which transactions Quicken uses while creating the report or graph.

Default date ranges

 

Option

Dates used

Include all dates

Starting from your earliest Quicken transaction in the accounts selected for the report, and ending with your latest transaction in the accounts selected for the report. (If the selected accounts include future transactions, such as scheduled transactions, the future transactions will appear in the report. Otherwise the ending date for the report is today's date.)

Monthly, Quarterly, Yearly

Starting from the first day of a specified month, quarter, or year, and ending on the last day of a specified month, quarter, or year. After you make a selection, Quicken displays another field so you can specify the month, quarter, or year that you want. (Quarters begin January 1, April 1, July 1, and October 1.)

Month to date; Quarter to date; Year to date

Starting from the first day of this month, quarter, or year, and ending today. (Quarters begin January 1, April 1, July 1, and October 1.)

Earliest to date

Starting from the earliest Quicken transaction in the accounts selected for the report, and ending with today's date.

Custom to date

Starting from the specified date, and ending with today's date. When you select this option, Quicken displays a dialog where you can enter the date you want to start with.

Current week; Current month; Current quarter; Current year

Starting from the first day of this week, month, quarter, or year, and ending with the last day of this week, month, quarter, or year. (Quarters begin January 1, April 1, July 1, and October 1.)

Last week; Last month; Last quarter; Last year

Starting from the first day of last week, month, quarter, or year, and ending with the last day of last week, month, quarter, or year. (Quarters begin January 1, April 1, July 1, and October 1.)

Last 30 days

Starting from 30 days ago, and ending with today's date.

Last 12 months

Starting from 365 days ago, and ending with today's date.

Prior year period (comparison reports only)

Step 2: Customize Reports or Graphs

  1. Click Customize to customize the report or graph. (Optional)
  2. To display the report, click Show Report or Show Graph.
    • Quicken searches the current file for transactions within the date range, and then displays the report when the search is complete. The search may take several seconds, depending on how much Quicken data you have.
    • To display the same data in the other format, click the Show Report or Show Graph button. To hide a format, click the corresponding Hide button. (Optional) The Show Graph button appears only when a graph option is available. Not all reports can be displayed as graphs.
  3. To initiate a search for any cash transactions that you would like to locate throughout Quicken and modify in some way, click Find & Replace in the upper-right corner. (Optional)
    • You can look for particular words, phrases, or amounts in specific register or transaction list fields, and then modify the transactions you want.
    • If this is a transaction, itemized categories, or itemized payees report, you can also modify the transactions directly in the report.
  4. Click Save Report to save the report or graph. (Optional)

 

Search Support:

Search form

Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.