Saving, Exporting, and Printing Reports
Overview
Reports are most powerful when they’re reusable.
Once you’ve set up a report the way you want—date range, filters, categories—you can save it so it’s always ready. Saved reports automatically update with your latest data each time you open them, giving you a current view without rebuilding anything.
From the same menu, you can also export your report for deeper analysis, share it with others, or print a formatted version.
Why This Matters
Creating a report is easy. Creating the right report—the one that answers your questions—takes a few minutes of thought.
Saving reports turns that effort into a repeatable tool.
Instead of starting over each time, you can:
Check performance quickly (monthly, quarterly, annually)
Track specific areas over time (spending categories, projects, clients)
Prepare for key moments like tax season or financial reviews
Share consistent views with accountants, partners, or stakeholders
Think of saved reports as your go-to financial checkpoints—built once, used often.
Managing Reports
Each report includes a ⋮ (three-dot menu) in the upper-right corner that gives you access to key actions.
From this menu, you can:
Save reports for reuse
Update existing reports as your needs change
Rename or delete reports to stay organized
Export data for spreadsheets or tax tools
Print reports for sharing or recordkeeping
When Saving a Report Is Most Useful
Saving a report is especially valuable when you find yourself asking the same question more than once.
Recurring check-ins
Monthly spending review
Quarterly profit and loss
Year-to-date income and expenses
Ongoing tracking
A specific category (like dining, utilities, or payroll)
A client, project, or tag
Business vs. personal activity
Event or goal tracking
Vacation or travel spending
Home renovation costs
Large purchases or one-time events
Tax and financial prep
Deductible expenses
Business income and costs
Contractor/vendor payments
If you’ll need the same view again, it’s worth saving.
Report Ideas Worth Saving
Not sure where to start? These are some of the most useful reports to create once and reuse:
Everyday visibility
Dining Out This Month — Keep an eye on discretionary spending
Subscriptions & Recurring Charges — Identify ongoing commitments
Spending Trends by Category — Spot patterns before they become problems
Goals and projects
Vacation Expenses — Track total trip cost across categories
Home Improvement Projects — See full project spend in one place
Tax time
Tax-Deductible Expenses — Quickly gather eligible deductions
Schedule C Business Expenses — Summarize business costs for filing
Contractor Payments — Track vendors for 1099 reporting
Business insights
Monthly Profit & Loss — Monitor profitability at a glance
Project Profitability — Understand which work is actually profitable
Exporting and Printing Reports
Sometimes you need your data outside of Quicken—or in a format ready to share.
Export formats
PDF — Best for sharing or archiving a clean, formatted report
CSV (Nested) — Preserves report structure for spreadsheet review
CSV (Flat) — Best for custom analysis or importing into other tools
Tax exports (Tax reports only)
TXF (.txf) — Compatible with TurboTax and many tax tools
TXJ (.txj) — JSON format for supported tax software
Tip: If you use TurboTax, exporting as .txf is the fastest way to transfer your data.
How to Save and Manage Reports
Save a new report
Open and configure a report
Click the ⋮ menu
Select Save as new report
Name your report
Update a saved report
Make changes to a saved report
Click the ⋮ menu
Select Save report
To keep both versions, choose Save as new report instead.
Note: Save report appears only after changes are made.
Rename or delete a report
Use the ⋮ menu to rename or delete
Warning: Deleting a report cannot be undone
Export or print
Use the ⋮ menu to export or print your report
Key Takeaway
If a report helps you answer an important question—even once—it’s worth saving.
Over time, your saved reports become a personal dashboard of insights, helping you stay informed, prepared, and in control of your finances.