Getting answers with Quicken reports and graphs

Quicken reports and graphs help you understand your financial activity so you can make informed decisions. Whether you're tracking spending, checking performance, or preparing for taxes, each report answers a specific question about your data.

How do I track the activity in my bank accounts?

Run the Banking summary or Cash flow report to view deposits, withdrawals, and transfers across your accounts.

Where is my money going?

Use the Spending by category report or graph to see how much you’re spending in each category and spot areas where costs may be rising.

How does my spending compare over time?

Use the Comparison by time report to analyze changes month by month, quarter by quarter, or year over year.

How are my investments performing?

Run the Investment performance, Portfolio value, or Capital gains reports to evaluate return, growth, and realized gains or losses.

What’s my tax situation?

Use the Tax summary or Tax schedule report to review income and deductions for tax filing or planning.

What do I own and owe?

Use the Net worth report or graph to compare your total assets to liabilities and monitor changes in your financial position.

How do I get a quick report from something in a list?

Right-click a transaction, payee, category, or account, and choose QuickReport to generate a focused report for that item.

How do I answer a simple financial question?

Go to Reports > EasyAnswer to create a quick report or graph by answering a few basic prompts.

How do I review my year-end financial data?

Use the Tax summary or Income/Expense by category report to prepare for tax season or review your full-year financial picture.

Can I generate reports for my business?

Yes. If you're using a business-enabled version of Quicken, go to Reports > Business to generate income, expense, customer, and invoice reports.