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Report including Closed and Hidden Accounts

mthawsh

I have 29 years of data in Quicken and would like to pull a report showing all income from all the checking accounts we've had. Is that possible?

[Edited Readability]

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Quicken Laura

Hi @mthawsh,

Thank you for reaching out!

Yes, this is possible. You can customize the report to display only the account and categories you’d like to review.

To customize a report:

Go to Reports
Select the report you prefer (for example, Spending by Category, which can be adjusted to show only income categories)
Click Customize
Open the Accounts tab
- Check Hidden Accounts and Separate Accounts if you’d like to include them
- Select the specific account(s) you want to include
If you’d like to display only income categories, go to the Categories tab and select the desired categories

Please let me know if you have any additional questions; I’m happy to help!