Switch between Essential Reports and Advanced Reports
Essential Reports provide the simplified financial overviews that most people need, such as spending by category and net worth . However, if you want to access reports that contain more in-depth financial analysis and allow for detailed customization, you may prefer Advanced Reports. You can change which kind of reports you use at any point.
  1. Click Reports.
  2. In the left pane, under Other tasks, click Change report settings.
  3. Do one of the following:

    Click Switch from Essential Reports to Advanced Reports.


    Click Switch from Advanced Reports to Essential Reports.

  4. Follow the instructions on the screen.


If you've upgraded from a previous version of Money, you may already be using Advanced Reports and don't need to switch. To find out what your current report settings are, look for the Essential Reports or Advanced Reports label in the upper-right corner of the Reports home page.