How do I Create an EasyAnswer report or graph


EasyAnswer reports and graphs are essentially customized versions of standard reports and graphs, already set up to answer your questions. For some reports and graphs, you can get additional information, such as information about categories.

1. Choose Reports menu > Reports & Graphs Center

2. In the Quicken Standard Reports list on the left, in the EasyAnswer reports and graphs area, select the question you want answered.

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    The following questions are answered by the following reports and graphs.
    EasyAnswer question Report Graph
    Where did I spend my money during the period...? income and expense income and expense
    How much did I spend on...? itemized categories  
    How much did I pay to...? payee  
    Am I saving more or less? cash flow comparison  
    Has my spending changed in this category? cash flow comparison  
    What am I worth? net worth net worth
    Did I meet my budget? budget budget
    What taxable events occurred? tax summary  
    How are my investments performing? investment performance investment performance
    What are my investments worth? portfolio value portfolio value

3. Select the default date or dates that you want the report or graph to include.

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    The date controls which transactions Quicken uses while creating the report or graph.

    Default data 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) A range that matches the range from the line above, just one year earlier.

4. If Quicken requests additional information, enter it.

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    Some questions require you to select a category or payee or security. Your choices determine which transactions Quicken includes in the report or graph.

5. Click Show Report or Show Graph.

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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.