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How do I add a saved report or graph to the Toolbar?

To add a saved report to the Toolbar: 

  1. Choose Reports menu > Reports & Graphs Center.
  2. Click Manage Toolbar Reports.
  3. Select the check boxes next to the items (saved reports or folders containing saved reports) that you want to add to the Toolbar.
  4. If you don't see the saved report you want, click the arrow to the left of the folder to open the folder and display the report.
  5. Click OK.

Notes

When you select an entire folder as described above, all the reports listed in that folder are selected and dimmed so that they can't be unselected individually.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"

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