Ohio State University Extension Bulletin

Computerized Farm Record Keeping with Quicken® 2003

Bulletin 908


Reports

Printing Reports

To print a report, Click the Print icon in the upper left corner of the REPORT window to open the PRINT window and Click OK.

If a report is too big to fit on regular paper, Click Customize, Click Cents in Amounts to off. If the report is still too large Click File from the menu bar, Click Printer Setup and Click For Reports/Graphs to try reducing the left and right margins. The heading and body fonts can also be adjusted from this window. Page orientation (portrait or landscape) and font sizes can be adjusted from the PRINT window.

The following reports can be found under Reports and Graphs.

Select a Topic: Report or Graph Name:
Saved Reports After customizing a report or graph you can memorize it for future use. To access your list of memorized reports and graphs, Click Reports, Click Reports and Graphs, Click Saved Reports.
How am I spending my money?
Banking Summary
Income/expenses by category (or other item).
Budget
Annual actual income/expenses against budget.
Cash Flow
Cash coming in and going out by category.
Cash Flow Comparison
Cash coming in and going out by category for two time periods.
Income/Expense
Income and expense summary by category.
Income/Expense Comparison
Income/expenses by category for two time periods.
Itemized Categories
Transactions subtotaled by category.
Missing Checks
Transactions and notice of missing/duplicate checks.
Monthly Budget
Monthly actual income/expenses against budget.
Spending
Spending summary by expense category.
Transactions
Transactions from some/all accounts
How are my investments doing?
Capital Gains
Realized gains in security sold.
Investment Asset Allocation
Portfolio allocation by asset class.
Investment Income
Investment income/expense summary by category.
Investment Performance
Investment returns (internal rate of return).
Investment Transactions
Investment transactions by date.
Portfolio Value
Value of securities in investment accounts.
What is my tax situation?
Capital Gains
Realized gains on securities sold.
Tax Schedule
Transactions subtotaled by tax line item.
Tax Summary
Tax-related transactions subtotaled by income/expenses category.
What Do I Own and Owe
Account Balances
Account balances summary.
Net Worth
Assets and liabilities based on account balances.
How is my business doing?
Accounts Payable
Unprinted checks by Payee.
Accounts Receivable
Uncleared transactions by customers.
Balance Sheet
Equity based on assets and liabilities.
Cash Flow
Cash coming in and going out by category.
Cash Flow Comparison
Cash coming in and going out by category for 2 time periods.
Missing Checks
Transactions and notice of missing/duplicate checks.
Payroll
Payroll income and expense by employee.
Profit and Loss Comparison
Profit and loss by category compared for 2 time periods.
Profit and Loss Statement
Profit and loss by category.
Easy Answer Reports and Graphs
Use Easy Answer Reports and Graphs to answer common questions
Where did I spend my money during the period …?
Income/Expense
How much did I spend on…?
Itemized Categories
How much did I pay to…?
Itemized Categories
Am I saving more or less?
Cash Flow Comparison
Has my spending changed in this category?
Cash Flow Comparison
What am I worth?
Net Worth
Did I meet my budget?
Budget
What taxable events occurred?
Tax Summary
How is this investment performing?
Investment Performance
What are my investments worth?
Portfolio Value

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All educational programs conducted by Ohio State University Extension are available to clientele on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability or Vietnam-era veteran status.

Keith L. Smith, Associate Vice President for Ag. Adm. and Director, OSU Extension.

TDD No. 800-589-8292 (Ohio only) or 614-292-1868



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