View a graph of income and expenses
It's said that a picture is worth a thousand words. Quicken makes it easy for you to get a quick
picture of income relative to expenses, as well as income and expense composition.
Click Reports
Graphs
Income and Expense by Category
Select the date range, Last Year (or select Custom Dates from 1/1/07 to 12/31/07) and Month for the
interval.
You will see a bar chart showing monthly income and expenses. By double clicking on an individual
bar, you can see the categories, amounts, and percentage of the total for that month.
Click X to close the Expense Comparison window.
As with the reports, you may memorize useful graphs. Click the Save Report button. Click on
Create Folder, Name: Personal Reports.
Enter the information as shown.
OK
To view a chart showing how money has been spent throughout the year, close the open Report
window and click
Reports
Spending
Spending by Category
Select the Date range: Last Year.
To focus on farm expenditures, click on
Customize
Title: Farm Spending by Category
Click on the Tags tab
Remove the check mark on Family Living.
OK
Click on the Collapse All button to show totals only.
Click on Save Report and choose the Farm Reports Folder. Close the Spending Report Category
window.
To view your saved reports and graphs, click
Reports
Reports and Graph Center (or My Saved Reports & Graphs)
Select the report group from the My Saved Reports (right column)
Select a specific report or graph
Click Show Report
Close the report.