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Reports and Graphs preferences

I actually want to customize my report

The instructions below are about setting report preferences, to make changes to an individual report, select Customize at the top of your report screen.

For more information see How do I customize a report or graph?


You can change report and graph preferences such as the default date and comparison date ranges for all reports and graphs, how accounts and categories are identified in reports, whether color (Colour in Canada) is used in reports, and more.

  1. Choose Edit menu > Preferences.
  2. In the left pane, choose Reports and Graphs.
  3. You can update any of the following:
    • Default date range
    • Default comparison date range
    • Report toolbar
    • Customizing reports and graphs
    • Cash-basis reporting if applicable (only in Quicken Business & Personal)
  4. Click OK.

Notes

The Reports & Graphs window is a popup window. This means that you can modify its behavior through the setup preferences, specifically the Automatically minimize popup windows check box. Click to clear this check box to display the Reports & Graphs window until you close it. Select the check box to minimize the Reports & Graphs window each time you run a report.

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