What if I want to include category groups in my report or graph?

You can include category groups only in summary, comparison, or budget reports and graphs.

  1. Choose Reports menu > Reports & Graphs Center.
  2. In the Quicken Standard Reports list on the left, select the report you want. You may need to click the folder to open it and display the report you want.
  3. Click Customize.
  4. Click the Category Groups tab.
  5. In the Select Category Groups area, select the category groups you want to include.

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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.