Managing Your Personal Finances with Quicken: Visual QuickProject Guide

When creating reports, one of the options you have for setting the time period of a report is "year-to-date." This just means that it covers the time period from January 1 to today's date. Some reports also offer the option of "last year-to-date," which gives you a report including information from January 1 of last year to the corresponding date from last year that is the same as today's date. This is a great way to find out if your finances are better or worse off than they were at the same time one year ago.

On almost all reports or graphs, you can use Quicken's Quick-Zoom feature to examine the information in your reports or graphs in greater detail. If you're viewing a report that summarizes the amounts from a category, you can double-click an amount and QuickZoom will take you to another report that shows more detail about the item you selected.

To use QuickZoom, create a report or graph, then move the cursor over one of the amounts in the report (or one of the graph segments) until the cursor turns into a magnifying glass .

Double-click the report amount or the graph segment. A new report or graph opens showing you details of the item you clicked.

When you attempt to close a report that you have customized, Quicken will ask if you want to save the report. If you do many custom reports that you don't want to save, you can turn the message off by clicking the Don't show me this again button in the alert dialog.