Tell me about reporting features in Quicken

You've been entering transactions in Quicken for several months now. You appreciate the convenience of online banking; you like being able to track the values of your investments; and you haven't overdrawn your checking account since you started using alerts. Yet there must be even more that Quicken can do for you—even more information that it can give you. Where does your money really go?

For example, how much are you really spending on internet access? How much are you spending on dining? And how much is it compared to last year?

Which investment advisor or newsletter is giving you the best advice? Do you really know what your overall asset allocation is in your taxable investment accounts? How about your tax-deferred retirement accounts?

You're right—Quicken can help. The Reports & Graphs feature offers many preset reports and graphs that you can use to help you better understand your financial situation, make informed decisions, and reach your financial goals.


Tell me about creating reports and graphs
Tell me about getting answers with Quicken reports and graphs

Tell me about the credit score report

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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.