There are many ways to customize a report: On the report screen, you can customize the report. For example, you may choose to start with Category Summary by Month. You can do this from the Reports menu, but it is often better to use the Reports tab because you can see report descriptions and also use Search All Reports to find the report you need (including any custom reports). Quicken already comes with many standard reports, and it is easy to change the report to suit your needs, then save the report with a new name. Customizing a reportĬustomizing a report is an easy way to build a report that suits your needs without having to create it from scratch. In addition to using standard reports, you can create new reports and customize existing reports to suit your needs. Quicken comes with many set reports across multiple categories:
One of the keys to making the best use of Quicken is to use reports.
Your need for information about your finances can grow over time, making it more and more important to have tools that help you make sense of your finances.
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