How do I customize a report or graph

Anytime you create a report or graph, you can customize it to display just the information that you want to see. You can change the layout, the date range, the accounts to include, and various other settings that vary from report to report.

  1. Display the report or graph you want to change.
  2. Click Customize.
  3. Set the report dates.
    • Tell me more
      • Select another date if the default dates don't include the period you want.
      • For comparison reports, enter two date ranges for comparison.
      • For tax reports of schedule items, enter the tax year you want.
      • If the date range you want isn't in the default list, you can specify your own. In the Date range list, select Custom dates and enter the appropriate date range.
      • You can also set up Quicken to adjust to your fiscal year.


      The date ranges you set here apply to just the report or graph you are viewing. If you want to change the default date ranges for all reports and graphs, change the preferences instead.

  4. Click any of the tabs to make further changes. Click a topic below to learn more.
    Display tab
    Accounts tab
    Categories tab
    Payees tab
    Tags tab
    Category Groups tab
    Securities tab
    Actions tab
    Security Types tab
    Investing Goals tab
    Advanced tab
  5. Click OK.
  6. Click Save to save the report. (Optional)


If the report or graph you end up with after customization is wider than standard printer paper, try modifying the print options.

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