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How do I change or customize reports in Microsoft Money?

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Microsoft Money Plus Premium Personal Finance Software

Microsoft Money Plus Premium

Courtesy of Microsoft

Question: How do I change or customize reports in Microsoft Money?

Before you can make changes to Microsoft Money reports by customizing them, you need to switch to the Advanced Reports mode in Microsoft Money.

Answer: It sounds like you are in Essential Reports mode in Microsoft Money. To customize reports in Microsoft Money, you must switch to Advanced Reports:

  1. In Microsoft Money, on the left sidebar under Other Tasks, click Change report settings.

  2. Click Switch from Essential Reports to Advanced Reports.

  3. Then click Use Advanced Reports.

  4. Now you can set up your Microsoft Money reports to reveal the financial information you want to see.

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