Saving Reports in Quicken for Mac

To save a customized report

  1. Select the report you want to customize from the Reports section in the sidebar.
  2. Click Settings at the top-right of the report window.
  3. Specify how you would like to filter the report.
  4. Click Save Custom Report to save your customized version.
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      Quicken keeps the report up to date with any changes to transactions that match the report filters.

      To rename the customized report, click the report name in the sidebar and enter a new name.