How do I use the Accounts tab to customize a report?
Depending on the type of report or graph you're creating, Quicken may display only certain accounts. You can control which accounts are included in a report or graph by modifying the accounts selected in the Quicken Account list. To show or exclude hidden accounts, use the Show (hidden accounts) check box.
Select Account Groups (transaction reports only)
Select the type of account you want to include in the report or graph. Your options are:
| Option | Result |
|---|---|
| All Accounts | Includes all your accounts. To mark all account types or clear all account types at one time with the Mark All and Clear All buttons, select All Accounts first. Otherwise, the only account type affected is the account type displayed in the Account list when you click the Mark All or Clear All button. |
| Business (only in Quicken Home & Business) | Includes invoice, bill, and business tax accounts |
| Banking | Includes spending and credit card accounts. |
| Investing | Includes investment and retirement accounts. |
| Property & Debt | Includes property and debt accounts. |
Select Accounts
Select the accounts you want to include in the report or graph. Including an account means that the transactions from that account will be computed as part of the report or graph.
Notes
For each type of report or graph, Quicken selects certain accounts for inclusion. For example, when you create a Cash Flow report, Quicken includes all banking, cash, and credit card accounts. When you create a Capital Gains report, Quicken includes all investment accounts that are NOT tax deferred.
Show
This section allows you to choose whether or not to display Hidden and Separate accounts.
Hidden Accounts
- Select this checkbox: To include the accounts you've hidden in the Quicken Account List in the Select Accounts list. Quicken will display the names of these Hidden Accounts in parentheses. To exclude a specific Hidden Account from report totals, check the box next to it.
- Deselect this checkbox: To exclude Hidden Accounts from the Select Accounts list.
Separate Accounts
- Select this checkbox: To include the Separate Accounts in the Quicken Account List in the Select Accounts list. Quicken will display the names of these Separate Accounts in parentheses. To exclude a specific Separate Account from report totals, check the box next to it.
- Deselect this checkbox: To exclude Separate Accounts from the Select Accounts list
If an account is marked as both Hidden and Separate, it will only appear in the list when both checkboxes are selected.