Quickly customize a report or chart

Quickly customize a report or chart

1 Select the report or chart you want to work with.

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Reports.

2 In the left pane, click a group (such as Spending Habits) to see the reports and charts it contains.

3 Click the report you want.

2 At the bottom of the Report & Chart Gallery, click the text field (such as Accounts, Categories, or Date Range) that corresponds to the detail you want to change.

If you donÆt see any text fields, then the selected report or chart cannot be customized this way.

3 In the drop-down list, click the detail you want to include.

Can I quickly customize my report or chart even after I view it?

Yes. If a report or chart can be customized in this way, text fields for details you can change (such as Accounts or Date Range) will appear at the bottom of the screen in the Report & Chart Gallery, and in the lower-right corner of the screen when viewing the report or chart itself.

How can I customize my report or chart more completely?