To save a custom report
- Select the report you want to customize from from the Reports tab menu. (See also finding reports.)
- Click Customize on the top-right of the report view.
- The report customization sheet appears. Specify how you would like to filter the report.
- Select the checkbox Save Custom Report to save your customized version.
- Quicken keeps the report up to date with any changes to transactions that match the report filters.
- To rename the customized report, click Customize again and change the name on the report customization sheet.
Overview
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