Add a saved report or graph to the toolbar

You can add saved reports to the Quicken toolbar for quick access. This lets you open frequently used reports directly, without navigating through multiple menus. A saved report is one you've customized and saved for reuse. If you haven't saved any reports yet, create and save one using the Reports menu before following these steps.

The toolbar refers to the customizable row of icons at the top of the Quicken window. You can add commands to this toolbar to match your workflow. If the toolbar is not visible, turn it on by selecting View > Show Toolbar.

The Reports & Graphs Center is the main interface for viewing and managing your reports. It displays both Quicken’s built-in reports and any that you’ve saved.

Add a saved report

To add a saved report to the toolbar:

1. Select the Reports menu and choose Reports & Graphs Center.

2. Click Manage Toolbar Reports.

3. In the list, select the check boxes for the reports you want to add.

   • To see reports in a folder, click the arrow next to the folder name.

   • If you select a folder, all reports inside it are automatically selected. These appear dimmed and can't be unselected individually.

4. Click OK.

Note: If you have no saved reports, the Manage Toolbar Reports window will be empty.

Tip: To show or hide the toolbar, go to the View menu and select Show Toolbar.

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"