How To Customize Reports for Categories, Category Groups, or Tags

64 people found this helpful

To customize a report for a category, category group, or a tag:

  1. Open the report, and then click Customize.
  2. Click the Accounts tab, and then select the accounts you want to include in the report.
  3. Click the Categories tab, and then select the categories you want to include in the report.
  4. (Optional) Select accounts at the bottom of the Category list if you want to include transfers between specific accounts, or click the Advanced tab (if available) and then select the appropriate item from the Transfers drop-down list.
  5. Click the Tags tab (this has to be turned on in your preferences and in use in order to view it), and then select the tags you want to include in the report.
  6. Click the Category Groups tab (if available), and then select the category groups you want to include in the report.
  7. Click OK to create the customized report.
Help us improve our support center

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

Ask the community