Running Reports

Overview

The Reports dashboard gives you a clear picture of your financial life — from where your money goes each month to how your business is performing over time. Whether you want to track personal spending, prepare for tax season, or review your business's profit and loss, reports put that information at your fingertips in a format you can act on.

Reports Dashboard

The Reports dashboard is organized into two areas:

Report Options — A gallery of report types you can run at any time. Each report type generates a fresh view based on your current data and the date range you choose.
Saved reports — Reports you've customized and saved. Saved reports retain your date range, filters, and settings so you can run the same report again without reconfiguring it each time.

Report Types

Quicken offers eight report types, each designed to answer a different financial question.

Personal Finance Reports

Spending — Breaks down your expenses by category so you can see exactly where your money goes. Useful for identifying areas where you're overspending.
Income — Shows all income transactions over a period, organized by source. Helpful for tracking how much you earn and from where.
Income & Expense — Compares your total income against your total expenses side by side. A quick way to see whether you're living within your means.
Net Worth — Tracks your total assets minus your total liabilities over time. Rising net worth is a sign your overall financial position is improving.
Taxes — Summarizes transactions assigned to tax-related categories — such as deductible expenses or taxable income — to help you or your tax preparer at filing time.
Savings — Shows your progress toward savings goals over time.

Business Reports

These additional reports are available in Quicken Business and Personal. They pull from transactions assigned to business categories.

Profit & Loss — Shows your business income minus your business expenses for a given period. This is the clearest view of whether your business is making money.
Balance Sheet — A snapshot of what your business owns (assets), what it owes (liabilities), and the difference between the two (equity). Useful for understanding the overall financial position of your business at a point in time.

Monthly Summary

The Monthly Summary is a snapshot-style report that gives you a high-level view of your income, spending, top categories, and top payees. Click Snapshot to open it.

Saved Reports

When you customize a report — adjusting the date range, applying filters, or selecting specific accounts — you can save it so you don't have to reconfigure it next time. Saved reports appear in the panel on the right side of the screen and in the tab bar at the top.