Page tree

  1. Display the report or graph you want to save.
  2. Click Save Report.
  3. In the Report name field, enter a name for the report or graph.
  4. In the Description field, enter a description for the report or graph. (Optional)
  5. In the Save in field, select the folder where you want to save the report, or select None to save the report at the same level as the report folders. If you want to create a new folder, click Create Folder.
  6. If you want to save the report history, select the Save report history check box. (Optional)
  7. Click OK.

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.

    On the print screen, be sure to select .pdf.
  • 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?