Use Standard Reports

Standard reports give you information such as the details of transactions, net worth, and category transaction reports. Quicken comes with a large number of reports that are ready for you to run.

On Windows, select a standard report by choosing Reports > [report category] > [report name ].

The report opens. You can change the dates the report covers by choosing from the Date Range menu at the top of the report window.

On the Mac, click the Reporting tab, then click the Reports button in the toolbar. The Reports window appears, set to the EasyAnswer tab. Click one of the other tabs (Standard, Business, Investment, or Memorized).

Click to select the report category from the category list. On the right side of the window, Quicken shows you a sample of the report you selected. Choose from the Date pop-up menu, or enter more specific dates in the From and Through fields. Then click Create. The report opens in a new window.