Managing Your Personal Finances with Quicken [Electronic resources] : Visual QuickProject Guide

Save Custom Reports

Tweaking reports until they're just the way that you want them can take some effort, and it would be a waste of your time if you had to re-create a custom report every time. Instead, you can save custom report settings and reuse them. On Windows, these are called saved reports; on Mac, they are called memorized reports.

Creating saved reports on Windows is easy; when you close a custom report, Quicken automatically asks if you want to save it.

Click Save.

The Save Report dialog appears.

Give the report a name, and choose which of the financial centers you want to save it in. The custom report will appear in the My Reports section of the Analysis & Reports tab of the financial center you select. You can also access them in the Saved Reports and Graphs section of the Reports menu.

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On the Mac, create a custom report, then choose Edit > Memorize. The Memorize Report Template dialog appears.

Enter the custom report name, and optionally add a description, then click Memorize. The report will be available for future use in the Memorized tab of the Reports window.