If you need something more unique, start with any basic report and modify it to show you exactly what you need to know. (On Mac you can also click on Reports tab to see all the predefined and saved reports.)
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How to access Quicken reportsįor common needs like budget and tax reports, use the Reports drop-down menu to choose from a long list of ready-to-go options-from itemizing your monthly spending to generating specific tax schedules. Find out whether you’re meeting your goals, see how well your investment portfolio has performed over time, track your net worth, and plan for the future. Reports can show you how your financial picture is changing to help you keep your plan on track. Send them to your accountant, or use them to prepare your own taxes to make that process a lot easier. When tax time rolls around, Quicken has plenty of built-in tax schedule reports. Should you turn over one of your rental properties? Find out which ones are generating positive income and which ones are lagging behind. Is it time to trade in your old car for a new one? Use reports to find out how much you spent on car maintenance and gas last year. When you’re considering a specific financial move, reports can help with that too. Are you surprised at how much you’re spending on takeout? Or how those monthly subscriptions are adding up? Reports can help you make the right choices for your lifestyle. Scan your spending by category to see what stands out. Spending reports are perfect for figuring out what you’re spending your money on and where you might be able to save. How does your monthly income compare to your monthly expenses? How much are you spending on groceries every month as a family? How much have you been adding to your savings every year? Reports give you the information you need to take control of your finances. Use reports to learn more about how your money flows in and out. Quicken reports combine the simplicity of built-in options with the power of total control and customization. When you want to understand your financial position, there’s no substitute for robust financial reporting.
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Quicken Deluxe offers far more of these than any competitor.”- PC Mag “Reports can help you better understand your financial picture on your own. Our Most Popular Quicken Reports-And How to Get the Most Out of Them
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