Learning about reports

Reports in Quicken help you understand your finances by providing insights into spending patterns, income versus expenses, net worth, tax reporting, and more. You can also create custom reports tailored to your specific needs. Quicken ensures your reports are always up to date; whether you download or manually enter transactions, all affected reports update automatically.

Report Totals

Totals display at the bottom of the screen or printed reports, aligning with standard accounting practices.

Report Types

Quicken offers three types of reports:

Standard Reports

Standard reports are pre-defined reports in Quicken that provide essential financial insights, such as spending, income, net worth, and tax details. Many can be customized by adjusting filters like date range, accounts, categories, and payees. Many reports can be exported as CSV files for further analysis.

Custom Reports

Custom reports let you create tailored reports from scratch or modify standard reports to fit specific financial tracking needs. They offer flexibility in selecting data, comparing time periods, and adjusting layouts for detailed analysis. Saved custom reports can be reused, customized further, and exported as needed.

Business Reports

Business reports in Quicken provide insights into your company's financial performance, including income, expenses, cash flow, and profitability. These reports can be customized to focus on specific businesses, time periods, or accounting methods, and can include both business and personal data if needed. Access them through the Business tab, dashboard, or Report Center. See Overview of Business Reports for a listing and description of business reports.

Report Descriptions

Below is a detailed overview of various reports available in Quicken, their descriptions, customization options, and CSV export availability.

Accounts Summary (Standard)

• Description: View the current balances of all your accounts and see your total net worth, including total assets versus total liabilities.

• Customizable: No

• CSV Export: No

Category Summary (Standard)

• Description: Breakdown of all spending and income by category.

• Customizable: Yes

• CSV Export: Yes

Comparison Report (Custom)

• Description: Create a report to compare spending or income between two different time periods. Compare by categories, payees, or tags.

• Customizable: Yes

• CSV Export: Yes

Last Month, This Month (Standard)

• Description: "This Month" shows all your transactions for the current month for each account in a single place, listing income, scheduled expenses, and other expenses. "Last Month" functions similarly but for the previous month's transactions.

• Customizable: Yes

• CSV Export: No

Transaction Report (Custom)

• Description: Create a report to view transaction details by category, payee, tag, account, or date.

• Customizable: Yes

• CSV Export: Yes

Net Worth Over Time (Standard)

• Description: View the sum of your account balances month-over-month to track your net worth. Include all accounts for total net worth or filter to see trends in specific account types or individual accounts.

• Customizable: No

• CSV Export: Yes

Payee Summary (Standard)

• Description: Displays details of all transactions associated with a payee. Quickly search to narrow down to a single payee.

• Customizable: Yes

• CSV Export: Yes

Spending Cloud (Standard)

• Description: Visual summary of spending across different categories and tags. Larger words indicate higher spending relative to the whole. Hover over a category or tag to see totals or click to view associated transactions.

• Customizable: Yes

• CSV Export: No

Spending Over Time (Standard)

• Description: Track how your spending by category changes over time. View total spending in each category by month and drill down into any month for details.

• Customizable: Yes

• CSV Export: No

Summary Report (Custom)

• Description: Create a summary report based on categories, payees, or tags. Select different columns based on tags, time, payees, or accounts. Define time intervals for each summary value, including by week, month, quarter, year, and more.

• Customizable: Yes

• CSV Export: No

Tax Schedule (Standard)

• Description: View spending and income by tax schedule line items. Schedules A, B, C, and D are set up by default, but you can create custom reports for any federal tax schedule or form using category tax line assignments.

• Customizable: Yes

• CSV Export: Yes

Foreign Bank Accounts Report (FBAR) (Standard)

• Description: Calculate the maximum balance of your foreign bank accounts within a calendar year. More information about the FBAR report and its requirements is available on the IRS website.

• Customizable: Yes

• CSV Export: Yes

Form 1040 (Standard)

• Description: Transactions with categories applicable to Form 1040.

• Customizable: Yes

• CSV Export: Yes

Schedule A - Itemized Deductions (Standard)

• Description: Transactions with categories applicable to Schedule A - Itemized Deductions.

• Customizable: Yes

• CSV Export: Yes

Schedule B - Interest and Dividends (Standard)

• Description: Transactions with categories applicable to Schedule B - Interest and Dividends.

• Customizable: Yes

• CSV Export: Yes

Schedule C - Profit or Loss from Business (Standard)

• Description: Transactions with categories applicable to Schedule C - Profit or Loss from Business.

• Customizable: Yes

• CSV Export: Yes

Schedule D - Capital Gains and Losses (Standard)

• Description: Transactions with categories applicable to Schedule D - Capital Gains and Losses.

• Customizable: Yes

• CSV Export: Yes

Schedule E - Supplemental Income and Loss (Standard)

• Description: Transactions with categories applicable to Schedule E - Supplemental Income and Loss.

• Customizable: Yes

• CSV Export: Yes

EasyAnswer (Standard)

• Description: Predefined reports designed to answer specific financial questions, such as:

  • Where did I spend my money?

  • How much did I spend?

  • How has my spending changed?

  • How much did I spend compared to...?

  • What is my net worth for the period...?

  • What taxable events occurred?

• Customizable: Yes

• CSV Export: Yes