Ensuring your financial reports are up-to-date and easily accessible is key to maintaining an organized financial overview. Whether you're tracking expenses, investments, or preparing for tax season, saving your reports is a straightforward process. Here’s how you can save a report, along with a note on editing saved reports.
If you make any changes to a saved report, Quicken for Mac prioritizes your data integrity and workflow efficiency by prompting you to save these changes. This ensures that your adjustments are not lost and that your reports remain accurate over time.
Automatic prompt upon closure
After editing a report, when you attempt to close the report or exit Quicken, a prompt will appear asking if you wish to save the changes made to the report. You are not required to save the report. If you don't want to save the report, select Don't Save.
How to save a report without closing the report
- Generate or Open Your Report: Start by either creating a new report or opening an existing one that you wish to update and save.
- Review Your Report: Make any necessary adjustments to the report settings such as date range, accounts included, and categories, until the report displays the information you need.
- Save the Report: Once you're satisfied with the setup of your report, select Save in the upper left corner of the reports menu bar.
- Enter a name for the report: You will be prompted to enter a new report name. An unused name is provided for you (The old name of the report with a number after it) but you can change that to any name that has meaning for you.
- Save: Click Save to complete the process.
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