Quicken for Mac usersįor information on report customization in Quicken for Mac, click here. You can repeat this process with any of your reports in Quicken.įor video instructions on running reports, click here.
Click the Tags tab, and then select the tags you want to include in the report.(Optional) Select accounts at the bottom of the Category list if you want to include transfers between specific accounts, or click the Advanced tab (if available) and then select the appropriate item from the Transfers drop-down list.Click the Categories tab, and then select the categories you want to include in the report.
Click the Accounts tab, and then select the accounts you want to include in the report.Then, click the Customize gear icon on the upper-right.In Quicken, click the Reports menu and open the report you want to customize.To customize a report for a category, category group, or a tag: You can customize reports in Quicken to show specific financial information.
