Learning about reports
Reports help you understand your finances. Current vs. Past Spending, Income vs. Expense, Net Worth, Tax Reporting and more. You can also create custom reports to address your specific needs.
Quicken always keeps your reports up to date. Whether you download or manually enter transactions, all affected reports are updated automatically.
About report totals
Totals display at the bottom of the screen/printed reports. This aligns with standard accounting practices.
Report Types
Standard Reports: A set of pre-defined reports that come with Quicken. Most can be customized and saved as custom reports.
Custom Reports: Create custom Transaction, Summary and Comparison Reports from scratch.
Comparison of Different Reports in Quicken
Report |
Type |
Description |
Customizable |
CSV Export |
Accounts Summary |
Standard |
|
No |
No |
Category Summary |
Standard |
|
Yes |
Yes |
Comparison Report |
Custom |
|
Yes |
Yes |
Last Month, This Month |
Standard |
|
Yes |
No |
Transaction Report |
Custom |
|
Yes |
Yes |
Net Worth Over Time |
Standard |
|
No |
Yes |
Payee Summary |
Standard |
|
Yes |
Yes |
Spending Cloud |
Standard |
|
Yes |
No |
Spending Over Time |
Standard |
|
Yes |
No |
Summary Report |
Custom |
|
Yes |
No |
Tax Schedule |
Standard |
|
Yes |
Yes |
Foreign Bank Accounts Report (FBAR) |
Standard |
|
Yes |
Yes |
Form 1040 |
Standard |
Transactions with categories that apply to Form 1040. |
Yes |
Yes |
Schedule A - Itemized Deductions |
Standard |
Transactions with categories that apply to Schedule A - Itemized Deductions |
Yes |
Yes |
Schedule B - Interest and Dividends |
Standard |
Transactions with categories that apply to Schedule B - Interest and Dividends |
Yes |
Yes |
Schedule C - Profit or Loss from Business |
Standard |
Transactions with categories that apply to Schedule C - Profit or Loss from Business |
Yes |
Yes |
Schedule D - Capital Gains and Losses |
Standard |
Transactions with categories that apply to Schedule D - Capital Gains and Losses |
Yes |
Yes |
Schedule E - Supplemental Income and Loss |
Standard |
Transactions with categories that apply to Schedule E - Supplemental Income and Loss |
Yes |
Yes |
EasyAnswer |
Standard |
Easy reports are designed to answer specific questions through reports:
|
Yes |
Yes |