How do I change the way reports and graphs work


You can change report and graph preferences such as the default date and comparison date ranges for all reports and graphs, how accounts and categories are identified in reports, whether color is used in reports, and more.

1. Choose Edit menu > Preferences.

2. In the left pane, choose Reports and Graphs if you want to change how both reports and graphs work, or choose Reports Only if you only want to change how reports work.

  • Reports and Graphs
    The date ranges you set here apply to all reports and graphs. If you want to change the date range for just the report or graph you are viewing, customize the report or graph instead.
    • Default date range
      Select a default date range or select Custom dates to set your own starting and ending dates for all reports and graphs. Quicken displays that range as the starting date range each time you create a report or graph, and adjusts the years of the From and To dates to put today's date within the range. For example, if today is 8/24/14, and you set the From and To dates to November 1 and November 30, Quicken will use the range from 11/1/14 to 11/30/14 when you create a report or graph.


      If you select the Include all dates or Earliest to date option in this dialog, the date range you see here might be different from the date range that you see when you run the report. This is because this dialog shows the date range for all the transactions in your data file, while a specific report shows the date range for the transactions in the accounts selected for that report. For example, if the earliest transaction in your Quicken data file is January 1, 2008, and you didn't start tracking your investments until April 26, 2011, when you select Earliest to date, this dialog shows January 1, 2008 as the starting date. When you run an investment report, Quicken shows April 26, 2011 as the starting date.
    • Default comparison date range
      Select a date range for the second time period for all comparison reports and graphs. You can select a default date range, a custom date (to set your own starting and ending dates), or a prior year period (to compare a specified time period to the same time period last year). Quicken displays that range as the comparison date range each time you create a comparison report or graph.
    • Report toolbar
      Select Show icons and text to include a text label on the Report toolbar icons.


      Select Show icons only to exclude a text label on the Report toolbar icons. If you hover over the icons you will get help on what they do.
    • Customizing reports and graphs
      Select Customizing creates new report or graph to retain the original report in the report history and add each customized version of the report to the history.


      Select Customizing modifies current report or graph to replace the original report with the customized version of the report in the report history.


      In any report window, click the Customize icon to open the Customize dialog. This can be helpful if you want to customize some settings before you run the report. (This setting doesn't apply to the reports you run from the Reports & Graphs window.)
  • Reports only
    • Account display
      Select Description to use only the account description in the report.


      Select Name to use only the account name in the report.


      Select Both to use both the account name and the description in the report.
    • Category display
      Select Description to use only the category description in the report. 


      Select Name to use only the category name in the report.


      Select Both to use both the category name and the description in the report.
    • QuickZoom to investment forms
      Select this check box to have Quicken take you from a specific transaction you've selected in an investment report to the investment form you completed for that transaction.


      Click to clear this check box to have Quicken take you from a specific transaction in an investment report to the entry in the investment transaction list for that transaction.

      Notes

      For the Capital Gains report, Quicken takes you to the Sold transaction in the transaction list whether or not you select this check box.
    • Remind me to save reports
      Click to clear this check box if you don't want Quicken to remind you to save a report after you've customized it.

      Notes

      Changing the date range isn't considered customization.
    • Decimal places for prices and shares
      Enter the number of decimal places to display in security prices and share amounts. You can enter a number from 0 to 6 to control the number of digits to the right of the decimal point. For example, if the option is set to 4, a price could be 10.1345. With the option set to 2, the same price would appear as 10.13.

3. Click OK.

Notes

The Reports & Graphs window is a popup window. This means that you can modify its behavior through the setup preferences, specifically the Automatically minimize popup windows check box. Click to clear this check box to display the Reports & Graphs window until you close it. Select the check box to minimize the Reports & Graphs window each time you run a report.

There is no Save command for the Quicken file as a whole, as there is with a word processor or spreadsheet program. Instead, your data gets saved as you work.


For example, Quicken saves each transaction when you click Save to enter it in the register. Quicken also saves changes you make to any of its other lists when you exit the program or switch to another Windows program.

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