Quicken has two reports that give you a big-picture view of your finances. Both are available in the Reports menu under Net Worth & Balances, and you can view each as a report, a graph, or both.
To show one format or the other, click Show Report or Show Graph. To hide a format, click the corresponding Hide button.
Account Balances report and graph
The Account Balances report lists the balance of every account in your current Quicken file, grouped by account type. Use it for a quick overview of where your money is.
To open it, choose Reports menu > Net Worth & Balances > Account Balances.
Accounts are grouped under headings such as Bank Accounts, Asset Accounts, Credit Card Accounts, Liability Accounts, and Investment Accounts. Each group has a subtotal, and the report ends with an overall total. Investment balances include unrealized gains.
The graph shows a stacked column for the report date, with each account type in its own color. Set Interval to a period such as Month or Year to add a column for each period and see how your balances change over time.
Net Worth report and graph
The Net Worth report shows what you own, what you owe, and the difference between the two as of a date you choose. Use it to see your largest assets and debts in one place and to track whether your net worth is rising or falling.
To open it, choose Reports menu > Net Worth & Balances > Net Worth.
The report separates your accounts into assets and liabilities, each with subtotals, and ends with your net worth. Investment balances reflect the most recent prices you entered or downloaded before the report date and include unrealized gains.
The graph plots assets above the zero line and liabilities below it, with a net worth line running across. As with the Account Balances graph, setting Interval adds a bar for each period in the date range.