How do I view more detail in a report or graph?

Quicken offers robust features to help you manage your financial data, including creating and customizing reports and graphs that reflect your personal finances. Use this guide to work through the process.

Create a report or graph

Select Reports > Reports & Graphs Center. This is your hub for all reporting tools.
In the Quicken Standard Reports section, click the arrow next to the category that covers the information you need, such as Banking.
Choose the report or graph you want, such as Cash Flow, from the expanded list.
Set your date range. For comparison reports, set two date ranges. If a graph is available for the report, a Show Graph button appears.
To customize the report further, click Customize. A window opens with options for the Display, Accounts, Categories, Payees, and Advanced elements of the report.

Print and export

To print a report or graph, press Ctrl + P or click the Print icon.
To analyze the data in another program such as Excel, use the Export function.

Manage columns

You can tailor the display of a report to your preferences by adjusting column sizes, removing columns you don't need, and choosing which columns appear.

Change column widths

In many reports, you can adjust column widths to give certain columns more or less space.

Hover your cursor over the line between two columns until you see two arrows.
Drag the line left or right to reduce or expand the width of the column.

Remove a column

Many columns are required, but if a column can be removed, a small x appears when you hover over the column name. Click the x to remove the column.

Select the columns to include

A column icon may appear at the far right of the report. Use it to select which columns to include or remove. If this option isn't available, all the columns are required.

The report menu bar gives you tools for viewing and managing a report, from moving through your report history to exporting the data.

Back returns you to the previous view or screen in the report history, much like a browser's back button.
History opens a list of recently viewed reports and screens so you can jump to a specific point in your session.
Forward moves you ahead in the history to the view you came from after you use Back.
Delete discards the changes you've made to the report and returns it to its default settings.
Email sends the current report to yourself or others as a PDF or an Excel Workbook.
Display changes the font size and row spacing for the report, sets alternating colors for some reports, and provides Additional Settings for all reports.
Print starts the printing process for the current report.
Export sends the current report data to another format or application. Your options are Excel Workbook, Text, PDF, and Copy to Clipboard.
Save saves the current state of the report so you can return to it later.
Find/Replace searches the report for specific information and replaces it.
Customize opens the customization options for the current report.
Help opens Quicken's help resources for reports.

Back, History, Forward, and Delete become available only after you change an aspect of the report, such as the Date range.

More about date ranges

The date range controls which transactions Quicken uses when it creates the report or graph.

Default date ranges

Option	Dates used
Include all dates	Starts with your earliest transaction in the selected accounts and ends with your latest. If the selected accounts include future transactions, such as scheduled transactions, those appear in the report. Otherwise the report ends with today's date.
Monthly, Quarterly, Yearly	Starts on the first day and ends on the last day of a month, quarter, or year that you specify. After you make a selection, Quicken displays another field so you can choose the period you want. Quarters begin January 1, April 1, July 1, and October 1.
Month to date, Quarter to date, Year to date	Starts on the first day of this month, quarter, or year and ends today. Quarters begin January 1, April 1, July 1, and October 1.
Earliest to date	Starts with your earliest transaction in the selected accounts and ends with today's date.
Custom to date	Starts on a date you specify and ends with today's date. When you select this option, Quicken displays a dialog where you enter the starting date.
Current week, Current month, Current quarter, Current year	Starts on the first day and ends on the last day of this week, month, quarter, or year. Quarters begin January 1, April 1, July 1, and October 1.
Last week, Last month, Last quarter, Last year	Starts on the first day and ends on the last day of last week, month, quarter, or year. Quarters begin January 1, April 1, July 1, and October 1.
Last 30 days	Starts 30 days ago and ends with today's date.
Last 12 months	Starts 12 months ago and ends with today's date.
Prior year period (comparison reports only)	Matches the range selected above, one year earlier.

Note for Canadian customers

In the Canadian releases of Quicken, "Centre" replaces "Center."