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- View Offline
- Touring the interface and setting up an Intuit ID
- Understanding account types
- Adding and updating accounts
- Tracking spending
- Searching, sorting, and filtering transactions
- Categorizing transactions and customizing categories
- Reconciling accounts
- Creating and understanding spending reports
- Projecting future balances
- Using Quicken Online Bill Pay
- Creating a budget
- Creating a debt reduction plan and savings goals
- Using the Lifetime Planner and the Tax Center
- Tracking investments
- Viewing your investment portfolio
- Creating and understanding investment reports
- Using the Quicken mobile app
Skill Level Appropriate for all
Quicken allows you to create reports on your investments in a customizable easy to read format. To give you visual summary of your finances, Quicken can also display your reports as bar graphs or pie charts. You can create a number of reports to get a clearer picture of how your investments are doing. Let's review the different reports that are available for your investments in Quicken. To access the investment reporting tools, click the Investing tab, and click the Reports tool. The investment report options are listed here. You'll see that there are several reports that you can run.
Capital gains, investing activity, investment asset allocation, investment income, investment performance, investment transactions, maturity dates for bonds and CDs. Portfolio value and portfolio value and cost basis. These investment reports are also available in the reports and graphs center, along with all the other reports and graphs available to you in Quicken. To find them in the reports and graphs center, select the Reports menu at the top, and click Reports and graphs center. Click the Investing section. To see the investing report options.
Let's do a portfolio value report. The first thing you want to do is select a date range. If the date range you want to display, is not in the default list, you can select Custom date, and specify your own. If a graph option is available for the report, you'll see a show graph or high graph option not all reports can be displayed as graphs. To hide the graph click Hide graph. You can also just show the graph and hide the report. To hide the report click Hide report.
Click Show report to show the report. If desired, Click Print to print the report or graph. Or save report, to save the report or graph to your saved reports in Quicken. Creating reports for your investments can help you see information about your financial situation in a clear, easy-to-read format. This can be helpful in situations where you're needing to make important investment decisions, such as when you're preparing for a meeting with your financial advisor.