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 retain those settings and display the applicable data each time you open them. To create a report that moves forward with time, use a dynamic date range.
From the same menu, you can also export your report for deeper analysis, share it with others, or print a formatted version.
Save Reports that Matter to You
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:
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Check performance quickly (monthly, quarterly, annually)
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Track specific areas over time (spending categories, projects, clients)
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Prepare for key moments like tax season or financial reviews
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Share consistent views with accountants, partners, or stakeholders
Think of saved reports as your go-to financial checkpoints—built once, used often.
Saved reports are always available in the Home tab and across devices.
Keep Saved Reports Current with Dynamic Date Ranges
Dynamic date ranges automatically adjust based on the current date. They are especially useful for saved reports you review regularly because you do not have to update the reporting period each time you open them.
Choose the dynamic range that matches the question you want the report to answer:
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Since — Uses a fixed start date and automatically extends the report through today. Use this to track activity from the beginning of a project, event, or other meaningful date.
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Last — Shows a rolling number of completed days, weeks, months, quarters, or years. Use this when you want to compare complete reporting periods, such as the last three full months.
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Recent — Shows data from the beginning of the selected period through today. Use this to follow activity during a period that is still in progress.
Use a fixed date range when you want the report to cover a specific historical period that should not change.
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:
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Save reports for reuse
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Update existing reports as your needs change
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Rename or delete reports to stay organized
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Export reports for spreadsheets or tax tools
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Print reports for sharing or recordkeeping
When Saving a Report Is Most Useful
If you find yourself asking the same financial question more than once, the report that answers it is worth saving.
Recurring check-ins
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Monthly spending review
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Quarterly profit and loss
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Year-to-date income and expenses
Ongoing tracking
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A specific category (like dining, utilities, or payroll)
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A client, project, or tag
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Business vs. personal activity
Event or goal tracking
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Vacation or travel spending
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Home renovation costs
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Large purchases or one-time events
Tax and financial prep
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Deductible expenses
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Business income and costs
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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
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Dining Out This Month — Keep an eye on discretionary spending
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Subscriptions & Recurring Charges — Identify ongoing commitments
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Spending Trends by Category — Spot patterns before they become problems
Goals and projects
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Vacation Expenses — Track total trip cost across categories
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Home Improvement Projects — See full project spend in one place
Tax time
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Tax-Deductible Expenses — Quickly gather eligible deductions
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Schedule C Business Expenses — Summarize business costs for filing
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Contractor Payments — Track vendors for 1099 reporting
Business insights
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Monthly Profit & Loss — Monitor profitability at a glance
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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
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PDF — Best for sharing or archiving a clean, formatted report
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CSV (Nested) — Preserves report structure for spreadsheet review
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CSV (Flat) — Best for custom analysis or importing into other tools
Tax exports (Tax reports only)
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TXF (.txf) — Compatible with TurboTax and many tax tools
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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
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Open the report you want to save.
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Select the date range, filters, categories, and other settings you want to use.
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To keep the reporting period current, select a Dynamic range, and then choose Since, Last, or Recent.
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Select the ⋮ menu.
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Select Save as new report.
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Enter a name for the report.
Update a saved report
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Make changes to a saved report
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Click the ⋮ menu
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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
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Use the ⋮ menu to rename or delete
Warning: Deleting a report cannot be undone
Export or print
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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.