Quicken® 2010 For Dummies®

Chapter 7. Reports, Charts, and Other Cool Tools

In This Chapter

• Printing Quicken reports

• Using the Reports menu commands

• QuickZooming report totals

• Sharing information with a spreadsheet

• Editing and rearranging report information

• Creating a chart

• Using QuickReports

Quicken enables you to summarize, slice, and dice register and account information in a variety of ways. This chapter describes how to use reports and produce graphs easily. This stuff is much easier to understand if you know how to print a transaction list first (a trick I describe at the end of Chapter 5).

Creating and Printing Reports

After you know how to print checks and transaction lists, all other printing in Quicken is easy, easy, easy.

Printing the facts, and nothing but the facts

The transactions you enter in the transaction list window or a transaction form and the checks you enter in the Write Checks window determine the information in a report. To print a report, just choose the Reports menu and tell Quicken which report you want to print.

Quicken produces a bunch of different reports. To make sense of what may otherwise become mass confusion, Quicken arranges all its reports into groups: Banking, Comparison, Investing (available when you've set up investment accounts), Net Worth & Balances, Spending, Tax, Rental Property (if you're using Quicken Rental Property Manager), and Business (if you're using Quicken Home & Business).

To see the reports in one of these groups, click the Home, Banking, Planning, or Business tab, ...