When I try to save a spending report for Jan - Nov 2018, it won't save and reverts to Dec 2018-Jan 2

Donna JohnsonDonna Johnson Member
edited January 2019 in Reports (Windows)
I need to save a spending report for Jan- Nov 2018 so I can share it with my Financial Advisor.
Every time I try to Save, it reverts to Dec 2018-2019 and has no data!


  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited January 2019

    Donna, what Quicken year version are you using?

    With recent Quicken for Windows versions, you should be able to save a report to PDF format. When you have the report you want to save on screen, click the Export icon (icon that looks like a piece of paper with a green, right-pointing arrow on it) and select Export to PDF format. Save the PDF to your Desktop or other desired folder. You can then send the PDF to your advisor.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
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