Customize reports

Money comes with dozens of advanced reports that you can customize. If you are using Advanced Reports, you can customize such items as:

Title
Fonts
Transactions and categories
Layout (including rows and columns)
Dates
View

Note: You can only customize Advanced Reports. 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 corner. For information about switching to Advanced Reports, see the related topic below.

Go to the Personal reports page.
Click the report that you want to customize.
In the left pane under Common tasks, click Customize.
In the Customize Report dialog box, click the tab for the section you want to customize, and then make your changes.
To see your changes without saving, click Apply.
To clear changes, click Reset.
To save your changes, click OK.

Notes

On some reports, you can use the drop-down list boxes at the bottom of the page to quickly customize items such as the date range or categories.
You can't reset a customized report after you've added it to your favorite reports.
To change column width of a report heading, on the right side of the column name, click and drag the boundary to the width you want.