Customizing Reports in Quicken for Mac


You can customize reports by date, account, category, and tag.

To customize a report

  1. Select the report you want to customize from the Reports section in the sidebar.
  2. Click Customize at the top-right of the report window.
  3. Specify how you would like to filter the report.
  4. Click Save Custom Report to save your customized version.
    • Tell me more
      If you save the report, Quicken keeps the report up to date with any changes to transactions that match the report filters.


      To rename the customized report, click the report name in the sidebar and enter a new name.

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.