How do I save a reconciliation report?

System

This discussion was created from comments split from: save reconciliation report.

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.