How do you create Report Folders

Jerry
Jerry Member ✭✭✭
edited July 27 in Reports (Mac)

In the recent release, Quicken announced the ability to create report folders. I cannot find the command to create/combine reports into a single folder. What are the instructions?

Thank you,

Jerry

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Answers

  • Jerry
    Jerry Member ✭✭✭

    Thank you! Have fun today, on purpose

    Jerry

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited June 26

    Another way to create a new folder: when you're on the main Reports page, on the left side where report folders are shown click the + icon next to My Reports. This will create a new folder, which you can name.

    Additionally, when you customize a standard Quicken report and click Save or close it, the Save dialog box has added a dropdown menu under the field for report name for "Where:" — which allows you to select an existing custom report folder or create a new one.

    Quicken Mac Subscription • Quicken user since 1993
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