Reports by "Primary Use"

ChuckandRonda Churchill

When you look at the Account List, the Account List is organized by "Primary Use". Examples: Spending, Savings, Credit, Investment (non-tax deferred), Retirement (tax-deferred), etc. I am trying to generate Net Worth reports organized by these Primary Use categories. Is there a way to do this? It would seem as if Quicken has these categories by default, we should be able to run reports against them. thanks.

Rocket J Squirrel

Customize the report and go to the Accounts tab. You'll see that you can select major account groups such as Banking, Investing, and Property & Debt. Within those groups you can select account sub-groups such as Spending, Savings, and Credit. You'll have to set this up manually by first doing Clear All and then choosing accounts, but then you can save each variant of the report for future use.