How do I save a report or graph?

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

When you save a report, Quicken stores its full definition—including selected accounts, filters, sort order, columns, and date range—so you can rerun it with the latest data.

Why save reports?

Here are a few reasons to save reports:

• You customize a report to track monthly rental income and expenses using specific accounts and categories. Rather than setting it up each time, you save it for quick access and consistent results.

• You generate a quarterly investment summary using a specific date range and sort order. Saving the report lets you update the data each quarter by simply reopening the saved version.

• You want to track missing checks in two different accounts. You run the Missing Checks report, customize it per account, then save each version with a clear name for reuse.

Save a report or graph

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

1. Click Save (the floppy disk icon on the toolbar), or choose File > Save from the menu.

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 field, choose a folder location:

   • Select None to save at the top level.

   • Select an existing subfolder in My Saved Reports.

   • Select Create Folder to create a new subfolder.

5. (Optional) Check Save report history if you want to include saved values over time.

6. Click OK.

The report now appears under My Saved Reports in the Reports and Graphs window.

Rerun or update a saved report

You can easily rerun or update a report after saving it.

To open a saved report

Go to Reports > Reports and Graphs, then select the report from the My Saved Reports section.

To update and resave a report

If you change the filters or layout in a saved report:

• Click Save to overwrite the existing version.

• Or click Save As to save it under a new name, preserving the original.

To organize saved reports

Click Manage Saved Reports to rename, move, or delete folders and reports.

To add a report to your toolbar

Click Manage Toolbar Reports to pin saved reports to the toolbar for one-click access.

Save a report outside Quicken

To export a report as a file for printing or sharing:

1. Run the report.

2. Click the Print icon or press Ctrl + P.

3. In the print dialog, select .PDF as your printer.

4. Click OK and choose a location to save the file.

This creates a shareable PDF version of the report.