Comparison Reports and Investing Reports in Quicken 2012

Quicken 2012 produces a bunch of different reports. To make sense of what may otherwise become mass confusion, Quicken arranges all its reports into groups. Two of these are Comparison reports and Investing reports (available when you’ve set up investment accounts).

































Quicken Comparison Reports
ReportDescription
Current Spending Vs. Average Spending By CategorySummarizes spending by category and compares category totals to
the average category total over the last six months.
Current Spending Vs. Average Spending By PayeeSummarizes spending by payee and compares payee totals with the
average payee total over the last six months.
Cash Flow ComparisonLets you compare category totals from two periods. You can use
this report to compare January’s activity with
February’s activity, for example. Remember: Because
you’re comparing two periods, you need to enter two
transaction date ranges.
Income And Expense Comparison By CategorySummarizes spending totals by category for two time
periods.
Income And Expense Comparison By PayeeSummarizes spending totals by payee for two time periods.
Profit and Loss ComparisonCompares one period’s income and expense with a previous
period’s income and expense. Note that this report only
appears after you unlock the Business Tools features of
Quicken.












































Quicken Investing Reports
ReportDescription
Capital GainsLists all the realized gains on individual investments you
hold. (A capital gain occurs when an investment is worth more than
you paid for it. When you sell the investment, you realize the
gain.)
Investing ActivityShows investment transactions grouped by activity.
Investment Asset AllocationShows investments by asset class.
Investment IncomeSummarizes income and expense categories for the transactions
you record in your investment accounts.
Investment PerformanceA power user report. This report calculates the internal rates
of return delivered by each of the individual investments in your
portfolio.
Investment TransactionsLists recorded transactions for all your investment
accounts.
Maturity Dates for Bonds and CDsProduces a report that lists your bonds and certificates of
deposit by maturity or redemption date.
Portfolio ValueLists the current value of all securities in your investment
accounts.
Portfolio Value & Cost BasisLists the current value and cost of all securities in your
investment accounts.










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