View the history of a report or graph

Quicken keeps a temporary history of the changes you make to a report or graph while it’s open. As you adjust settings—such as date range, filters, or layout—Quicken tracks each version. You can navigate between these versions or view them in a list.

By default, this history is not saved when you close the report unless you explicitly save it with the report.

Why view report history?

Here are a few reasons to use report history:

• You want to compare two or more versions of the same report with different filters or settings.

• You accidentally changed something and want to return to the previous layout.

• You’re exploring different views and want to quickly jump between them.

Navigate through report history

Quicken provides navigation tools in the upper-left corner of the report window.

To step through recent versions:

• Click Back to return to the previous version.

• Click Forward to move ahead, if available.

To open a clickable list of previous versions:

1. Click the History button (the clock icon between Back and Forward).

2. Choose Show Report List.

3. The list opens on the left under Report History. Click any version to display it.

4. To hide the list, click Hide Report List at the bottom of the panel.

Each entry in the list reflects a unique version of the report based on the adjustments you’ve made during the current session.

Save the report history

If you want to preserve this version history for the next time you open the report:

1. Click Save.

2. In the Save Report dialog, select the Save report history checkbox.

3. Click OK.

Quicken saves the list of versions as part of the saved report definition.