Net Worth & Balances Reports and Spending Reports in Quicken 2012

Two groups of reports that Quicken 2012 arranges its reports into are Net Worth & Balances and Spending. To see the reports in one of these groups, click the Reports command and then select the report group from the Reports menu. As you may know, those little triangles to the right of menu commands tell you that another menu follows.

Quicken Net Worth & Balances Reports
Report Description
Account Balances Lists all accounts, their balances, and the difference between the sum of the asset accounts and the sum of the liabilities accounts, which the report identifies as your net worth.
Net Worth Lists all accounts and their balances.
Quicken Spending Reports
Report Description
Itemized Categories Lists transactions by category.
Itemized Payees Lists transactions by payee.
Itemized Tags Lists transactions by tags.
Spending By Category Graphs spending and lists transactions by category.
Spending By Payee Graphs spending and lists transactions by payee.
Current Spending vs. Average Spending By Category Summarizes spending by category and compares category totals with the average category total over the last six months.
Current Spending vs. Average Spending By Payee Summarizes spending by payee and compares payee totals with the average payee total over the last six months.
Income And Expense By Category Summarizes income and spending by category.
Income And Expense By Payee Summarizes income and spending by payee.
Budget Summarizes income and expense categories and compares actual category totals for the year to budgeted category amounts. This report includes only transactions that you record in your bank, cash, and credit card accounts. (For this report to work, of course, you need to have a budget set up.)
Monthly Budget Summarizes income and expense categories and compares monthly actual category totals to monthly budgeted category amounts. This report includes only transactions that you record in your bank, cash, and credit card accounts. (For this report to work, of course, you need to have a budget set up.)
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