Create and Understand Spending Reports in Quicken 2014


show more Creating and understanding spending reports provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
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Creating and understanding spending reports

Once you've been entering transactions into Quicken for a few months, you may want to see a report of your spending in a report format that you can print out and compare to other reports. You might want to answer questions like, how much are you spending on entertainment compared to last year? How much have you spent for the last 12 months on your phone bill? Or you may just want to see where your money's going in a highly detailed format. You can use Quicken's preset reports and graphs to help you better understand your financial situation, make informed decisions, and reach your financial goals. Let's start with an overall spending report.

I'm going to make a report for Genie showing her spending by category so far this year. Click the Spending tab, and click the Reports menu in the upper right corner. Now, you'll see a lot of different types of report options in this list. Itemized reports, spending by pay, spending by category, and you'll see even more report options besi...

Creating and understanding spending reports
Video duration: 3m 24s 2h 44m Appropriate for all

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Creating and understanding spending reports provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
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