![]() Use the Accounts, Categories and Payee tabs to choose the specific accounts, categories, and payees you want to see. If you want to change the information included in a report, like the categories it includes or its time frame, you can customize any report in Quicken for Windows by clicking on the Gear icon and using the tabs in the resulting dialog box. Customizing the information in your reports You can even customize the way your reports look, right down to the size of the font they use. Quicken will keep it updated automatically. You can customize any report to show only the information you want, and you can save that report to refer to it again later. ![]() Or track your investments or net worth over time, so you can see your financial performance and trends.īut that’s just the tip of the iceberg. See your spending by category, payee, date, or even by tags that you create yourself, like for your kids or for a specific vacation, so you can keep track of your spending across categories. Quicken’s reports can show you just about anything you can imagine about your finances. Quicken for Windows: Report Customization In Quicken for Mac, take a tour of the new Quicken Report Center. In Quicken for Windows, learn how to customize any report-not just the data it includes, but even things like the font and other visual settings. ![]() This month, the Quicken team is excited to share some of our featured capabilities in Quicken reporting.
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