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How do I save a reconciliation report?

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lkarnes

I am not given a choice to save the report, only print it. What could be the problem?

I can save it in pdf and export as a text file, but not sure how to save it in the saved reports within Quicken.

Sherlock

If you want to save the report in Quicken, I suggest you attach the pdf file to the account register or a transaction.

q_lurker

lkarnes said:

I am not given a choice to save the report, only print it. What could be the problem?

I can save it in pdf and export as a text file, but not sure how to save it in the saved reports within Quicken.

Saving a report saves the basic customization settings and related specific of the report. It does not save the data presented at the time of the save. What you are seeking as a save of the reconciliation report is not the intent of the saved reports feature in Quicken. As noted, you can print it as a pdf file and attach that pdf file to an account or transaction, but that will be as close as you can get.

Personally, I would be more inclined to print it to a pdf file in a separate folder for outside access rather than relying on access through Quicken.