Software Applications

Quicken 2009

Setting up Preferences for Reports and Graphs

To set up preferences for reports and graphs:

1. On the Reports menu, click Reports & Graphs center.

2. In the Reports and Graphs dialog box, click the Preferences button. The Quicken Preferences dialog box is displayed. By default, the Reports and Graphs section is displayed where you can set up preferences for reports and graphs.

Select the default date range from the Default date range drop-down list. The selected time period is displayed in the form of from and to dates to the right side.

Select the default comparison date range from the Default comparison date range drop-down list. The selected time period is displayed in the form of from and to dates to the right side.

In the Customizing reports and graphs area, choose the required option � whether you want customizing to create new report/graph or modify the current report/graph.

To customize reports/graphs before creating them, select the relevant check box.

Click OK.

3. To set up only the report preferences, click Reports only in the left pane of the Quicken Preferences dialog box. The Report only preferences are displayed in the right side.

In the Account display area, select an option � whether you want the name of the account to be displayed or description, or both name and description.

In the Category display area, select an option � whether you want name of the category to be displayed or description, or both name and description.

If you want color to be displayed in reports, select the relevant check box.

If you want Quicken to remind you to save reports, select the relevant check box.

Click OK.