How do I create a QuickReport of an item in a list?

You can create QuickReports of the individual items in Quicken lists or windows such as the securities in the Security List, the securities in the Portfolio window, or the categories in the Category List. This can be helpful if, for example, you're trying to decide whether to delete a category. (All you need to do is create a QuickReport of the Category List, and then delete the category if it's not being used.)

1. Open the list or window that you want to report on.
   Lists and windows in which you can create QuickReportsList nameTo open itRegister windowChoose Account Bar > <account name> (the account you want to report on)Write Checks windowChoose Tools menu > Write and Print ChecksCategory ListChoose Tools menu > Category ListTag ListChoose Tools menu > Tag ListMemorized Payee ListChoose Tools menu > Memorized Payee ListOnline Payee ListChoose Tools menu > Online Center > PayeesPortfolio windowClick the Investing tab > Portfolio button, and then right-click a security name and choose Security ReportSecurity Detail ViewClick the Investing tab > Portfolio button, and then click a security nameSecurity ListClick the Investing tab > Tools > Security ListSavings Goals windowClick the Planning tab > Planning Tools > Savings Goals

2. Select the item (the individual category, tag, payee, memorized payee, security, or register field) that you want to report on.

3. Click Report. (If you're in the register or the Write Checks window, continue by selecting from the options available.)Can I customize the report?Yes. With the report displayed, you can click Customize to change the report settings, as you can for any Quicken report.