How to Find a Useful Quicken 2010 Report - dummies

How to Find a Useful Quicken 2010 Report

By Stephen L. Nelson

Quicken produces a bunch of different reports, so you may feel overwhelmed when you try to locate the report that tells you what you need to know. Thankfully, Quicken provides EasyAnswer reports, which let you identify the question that you want a report to answer.

Quicken does arrange 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).

  1. Start Quicken.

    If it isn’t already running on your computer, you can open it in a number of ways. For example, double-click its icon on the desktop.

  2. On the Home tab, click the All Reports and Graphs button.

    A pop-up menu appears.

  3. Select EasyAnswer.

    Quicken displays the EasyAnswer topic in the Reports & Graphs window.

  4. Click one of the questions.

    Tell Quicken what your question is.

  5. Use the drop-down lists that accompany each question to further refine your question.

    For example, the “Where did I spend my money?” question lets you pick the period of time you’re asking about: Last Year, Last Month, Current Year, Month to Date, and so on.

  6. Click Show Report.

    Quicken produces a report that answers your questions. For example, if you ask, “Where did I spend my money last year?” Quicken produces a Cash Flow report that summarizes the previous year’s income and expenses by category.