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Frequently asked questions

  • How do I save the report outside of Quicken so I can store it or share it?
    The best way to save a copy of a report for use outside of Quicken is to print the report as a PDF. To do this, use Ctrl + P or click the printer icon.
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    On the print screen, be sure to select .pdf.
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  • How do I rerun a report I have saved?
  • What if I change the settings for a saved report?
  • Can I organize my saved reports?
  • Can I get one-click access to the reports I use the most?