How do I save a report or graph?

Saving a report or graph lets you reuse the same layout and filters without setting it up again. Saved reports appear in the My Saved Reports panel of the Reports & Graphs Center.

When you save a report, Quicken stores its full definition, including selected accounts, filters, sort order, columns, and date range. That lets you rerun it later against your latest data.

Save a report or graph

After creating or customizing a report, follow these steps to save it.

1. Click Save on the report toolbar.

2. In the Report Name field, enter a name that clearly identifies the report.

3. (Optional) In the Description field, enter notes to help you remember what the report shows.

4. In the Save in list, select the folder where you want to store the report. To create a folder, click New Folder, enter a name, and click OK. To rename a folder you've selected, click Rename.

5. Click Save.

The report appears under My Saved Reports in the Reports & Graphs Center.

Advanced settings

Click Advanced settings in the Save Report dialog to reach two more options.

Save reports history keeps a copy of each version of a report you save with different criteria. If you save a transaction report several times using different date ranges, for example, Quicken stores each version and lists them in the report history at the left of the report.

Updates in this report controls what happens when you add new accounts, securities, categories, or tags:

• Warn me when changes could impact my saved report notifies you so you can decide.

• Lock this report (Do not warn) leaves the report definition unchanged.

• Add automatically (Update the report) includes the new items in the report.

Rerun or update a saved report

Open a saved report

Select Reports > My Saved Reports & Graphs, then select the folder and the report you want. You can also select Reports > Reports & Graphs Center and choose the report from the My Saved Reports panel.

Update and resave a report

If you change the filters or layout in a saved report, click Save on the report toolbar to open the Save Report dialog. You then have two options:

• Click Save to overwrite the existing version.

• Click the arrow next to Save and select Save Copy to store the changed report separately, which preserves the original.

Organize saved reports

In the Reports & Graphs Center, click Manage Saved Reports to rename, move, or delete folders and reports.

Add a report to your toolbar

Select Reports > My Saved Reports & Graphs > Add Reports to Toolbar, then select the reports you want to pin.

Save a report outside Quicken

You can save a report as a PDF or export its data to a file.

To save a report as a PDF:

1. Run the report.

2. Click Print on the report toolbar, or press Ctrl + P.

3. Under Print to, select Printer, then select a PDF printer from the list, such as Quicken PDF Printer or Microsoft Print to PDF.

4. Click Print, then choose a location for the file.

To export a report's data:

1. Run the report.

2. Click Print on the report toolbar, or press Ctrl + P.

3. Under Print to, select Export to, then select CSV file, Text file, or tab-delimited (Excel compatible) disk file.

4. Click Export, then choose a location for the file.