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Quicken Classic for Windows
Reports (Windows)
Reports/Graphs on Savings
RLSJR
I thought this would be pretty simple, but I can't seem to figure it out. I have several CDs set up and they are of type "Savings". What I'd like to do is get a bar graph over time for selected savings accounts that show their balances from month-to-month so I can visualize the progress. How can I accomplish this? I've always found Quicken's reporting feature clunky and non-intuitive. Thanks!!
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Sherlock
There are a variety ways. One way would be to use a customized
Account Balances
report/graph. For example, select
Reports > Net Worth & Balances > Account Balances
, press
Alt + C,
select the
Accounts
tab, choose
Selected Accounts
, check
Show (hidden accounts)
, select
Clear All
, check the accounts you want included, select
OK
, set an appropriate date range (select
Last 12 months
in the
Date range:
pull-down menu), and select
Month
in the
Interval:
pull-down menu.
RLSJR
Thank you Sherlock, I think this will help!
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