Reports/Graphs on Savings

RLSJR
RLSJR Quicken Windows Subscription Member ✭✭
edited September 2022 in Reports (Windows)
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!!

Comments

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    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
    RLSJR Quicken Windows Subscription Member ✭✭
    Thank you Sherlock, I think this will help!
This discussion has been closed.

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