Essential Reports provide an overview of your spending and
income patterns, in basic reports that are easy to interpret and
contain the essential financial information most people need. You
can see at a glance how much you spent on groceries last month or
how much you paid to the plumber. A monthly overview wraps up the
important details in one report.
Essential Reports include the following:
Spending by category or payee. See how much
you spent in specific categories or to individual payees.
Monthly budget. Compare your actual spending
to your budgeted spending.
Net worth. See how your assets stack up
against your liabilities.
Credit card debt. Track how much you owe on
your credit cards.
To determine whether you're using Advanced or Essential Reports,
near the top of the screen, click Reports, and
then look for the Essential Reports or
Advanced Reports label in the upper-right
You can view most Money reports as a simple list, a bar chart,
or a pie chart. To change the view for a chart, in the left pane,
click Change view, and then select the view you
To see exact dollar amounts on graphical charts, pause your
mouse pointer on the category or payee you want information
To analyze detailed financial reports and see more specific
information about your financial position, switch to using Advanced