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
(The value of everything owned by you or your business,
minus any of the values of any liabilities.) . 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.
- Click Reports.
- In the left pane, under Other tasks, click
Change report settings.
- Do one of the following:
Click Switch from Essential Reports to Advanced
Reports.
-or-
Click Switch from Advanced Reports to Essential
Reports.
- Follow the instructions on the screen.
Note
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.