Reports help you understand your finances. Current vs. Past Spending, Income vs. Expense, Net Worth, Tax Reporting and more. You can also create custom reports to address your specific needs.
Quicken always keeps your reports up to date. Whether you download or manually enter transactions, all affected reports are updated automatically.
About report totals
Totals display at the bottom of the screen/printed reports. This aligns with standard accounting practices.
Report Types
- Standard Reports: A set of pre-defined reports that come with Quicken. Most can be customized and saved as custom reports.
- Custom Reports: Create custom Transaction, Summary and Comparison Reports from scratch.
Comparison of Different Reports in Quicken
| Report | Type | Description | Customizable | CSV Export |
|---|
| Accounts Summary | Standard | - See the current balances of all your accounts.
- See your total Net Worth including total Assets vs. Total Liabilities.
| No | No |
| Category Summary | Standard | - See a breakdown of all Spending and Income by category.
- This report can also be exported to a CSV (spreadsheet) file.
| Yes | Yes |
| Comparison Report | Custom | - Create a report to compare spending or income between two, different time periods.
- Compare by Categories, Payees or Tags.
| Yes | Yes |
| Last Month, This Month | Standard | - This Month shows all your transactions for the current month, for each account, in a single place. For each account, the report lists any income, any scheduled expenses, and any other expenses. The Other Expenses section of each account helps you understand where your discretionary dollars are going.
- Last Month works just like This Month, but for transactions from the previous month.
| Yes | No |
| Transaction Report | Custom | - Create a report to view transaction details by category, payee, tag, account, or date.
| Yes | Yes |
| Net Worth Over Time | Standard | - See the sum of your account balances month-over-month to track your Net Worth
- Include all accounts (the default) for Total Net Worth or filter down to see the trends on specific types of accounts (investments, savings) or even individual accounts.
| No | Yes |
| Payee Summary | Standard | - The Payee Summary report displays details of all the transactions that a payee is associated with. You can also quickly search to narrow down to just a single payee.
| Yes | Yes |
| Spending Cloud | Standard | - See a visual summary of how much you're spending in different categories and for different tags.
- Each category or tag is shown in word form.
- Bigger categories or tags mean you've spent more money in that area, relative to the whole. Smaller ones mean you've spent less.
- You can mouse over a category or tag to see a total, or click a category or tag to see all the transactions that are assigned to that category or tag.
| Yes | No |
| Spending Over Time | Standard | - See how your spending (by category) changes over time.
- See total spending in each category by month.
- Drill down into any month to see the details.
| Yes | No |
| Summary Report | Custom | - Create a summary report based on Categories, Payees or Tags.
- Select different columns based on Tags, Time, Payees or Accounts.
- If the columns are based on Time, you can define the time interval for each summary value including by week, month, quarter, year and more. If you don't want to use a time interval, select None.
| Yes | No |
| Tax Schedule | Standard | | Yes | Yes |
| Foreign Bank Accounts Report (FBAR) | Standard | - Easily calculate the maximum balance of your foreign bank account balances within a calendar year.
- More information about the FBAR report and who needs it is available at the IRS website.
| Yes | Yes |
Form 1040 | Standard | Transactions with categories that apply to Form 1040. | Yes | Yes |
Schedule A - Itemized Deductions | Standard | Transactions with categories that apply to Schedule A - Itemized Deductions | Yes | Yes |
Schedule B - Interest and Dividends | Standard | Transactions with categories that apply to Schedule B - Interest and Dividends | Yes | Yes |
Schedule C - Profit or Loss from Business | Standard | Transactions with categories that apply to Schedule C - Profit or Loss from Business | Yes | Yes |
Schedule D - Capital Gains and Losses | Standard | Transactions with categories that apply to Schedule D - Capital Gains and Losses | Yes | Yes |
Schedule E - Supplemental Income and Loss | Standard | Transactions with categories that apply to Schedule E - Supplemental Income and Loss | Yes | Yes |
| EasyAnswer | Standard | Easy reports are designed to answer specific questions through reports: - Where did I spend my money?
- How much did I spend?
- How had my spending changed?
- How much did I spend compared to?
- What is my net forth for the period...?
- What taxable events occured?
| Yes | Yes |
