Introduction

Quicken provides a wide variety of reports for just about every aspect of your financial situation, for just about every scenario or combination of scenarios, and for many time periods (past, present, and future). And if you can't find a report to meet your exact needs, Quicken gives you the power of customizing reports so that you can create and save your own reports. In addition, you can print reports and export them into another formatfor example, to use in a Microsoft Excel spreadsheet so that you can share the information with others. You can use reports to analyze your financial condition, and to shed light on how you're doing with a budget, a savings goal, or another financial concern.

In this chapter, you will learn how to view the standard reports that Quicken offers, such as the Cashflow report, which shows you exactly where all your money is going for a specific period of time. Quicken offers several standard reports and graphs. However, you can take those reports and graphs and customize the content to meet your specific needs. You can then save them, and reuse them, which you will also learn how to do.

There are report preferences that you will learn to set, for example, using a specific date range for all reports, so that each time you run a report, Quicken uses this date range each time you run a report or graph. Lastly, you will learn how to export reports, save reports, and view the reports that you have saved to reuse them.

Using reports and graphs helps you manage your money so that you can clearly see exactly where your money is going and where it is coming from. This information can help you make decisions about your spending, budget, potential taxes, and much more. There are a host of uses for reports and graphs and this chapter will step you through how to get the most out of what reports and graphs have to offer, which will in turn help you manage your finances.