Money: How to Customize a Report (242960)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money Deluxe 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 2000 Business and Personal
This article was previously published under Q242960

SUMMARY

Microsoft Money offers dozens of reports that you can view and print to track your financial well-being. You can tailor most of these reports to show only the information you need.

This article describes how to customize a report in Money.

MORE INFORMATION

To customize a report in Money 2001 or later, follow these steps:
  1. Start Money 2001.
  2. On the navigation bar, click Reports.
  3. On the Reports menu, click Reports Gallery.
  4. In the left pane under Reports, click a report category.
  5. Under Pick a report or chart, double-click the report that you want to customize.
  6. Click Customize at the bottom of the screen.
  7. In the Customize Report dialog box, make the changes you want to the report.
  8. Click Apply, and then click OK to view the customized report.

    Note If you change the title of the report, the title you entered is printed on the report, but the name of the report under Pick a report or chart does not change.
To customize a report in Money 2000, follow these steps:
  1. Start Money 2000.
  2. On the navigation bar, click Reports.
  3. In the left pane under Reports, click a report category.
  4. Under Pick a report or chart, double-click the report you want to customize.
  5. Click Customize at the bottom of the screen.
  6. In the Customize Report dialog box, make the changes you want to the report.
  7. Click Apply, and then click OK to view the customized report.

    NoteIf you change the title of the report, the title you entered is printed on the report, but the name of the report under Pick a report or chart does not change.
To undo the changes you made to a report, follow these steps:
  1. View the report you want to reset to it's original settings.
  2. Click Customize at the bottom of the screen.
  3. Click Reset at the bottom of the Customize Report dialog box, and then click Yes.
To create a separate customized report, follo these steps:
  1. On the navigation bar, click Reports.
  2. In the left pane under Reports, click a report category.
  3. Under Pick a report or chart, double-click the report you want to customize.
  4. Click Customize at the bottom of the screen.
  5. In the Customize Report dialog box, make the changes you want to the report.
  6. Click Apply, and then click OK to view the report.
  7. On the Favorites menu, click Add to Favorites.
  8. Type a name for the report, and then click OK.
To view the separate customized report, follow these steps:
  1. On the navigation bar, click Reports.
  2. In the left pane under Reports, click My Favorites.
  3. Under Pick a report or chart, double-click the customized report you want to view.
Modification Type:MinorLast Reviewed:11/11/2004
Keywords:kbhowto kbui KB242960
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