Header on Net Worth Statement

gdahlin · December 2021

In Quicken Premier:
How do I set up a (another?) header above the Net Worth Statement that states our names? I am preparing this document for my attorney, who would want to know the names in case papers accidentaly come out of a file.

volvogirl · December 2021

What heading is on there now? Can't you just customize the report and type in what you want on the Title? Just add the names in front of Net Worth.

Image: https://us.v-cdn.net/6031128/uploads/editor/ko/ljnb2aqy43z7.jpg

garysmith87 · December 2021

From the Net Worth report, SAVE the document. There you can rename the report to A & B Smith Net Worth.

Then print the newly saved report...or print to a .pdf and email the report to your attorney.

gdahlin · December 2021

Thanks for your prompt reply Gary. It was very helpful!

Boatnmaniac · December 2021

(Edit: Revised my response in light of the better response by @volvogirl . )

A couple of other options that can work include:

Export the report to Excel. Once in Excel you can add a custom header to the worksheet. But if you want the graph in addition to the data that was exported yo will need to create the graph.
Print the graph and report to PDF file. Once the PDF file has been created you can open it and edit it to add text box where you can type in a custom header.

volvogirl · December 2021

What heading is on there now? Can't you just customize the report and type in what you want on the Title? Just add the names in front of Net Worth.

gdahlin · December 2021

Thanks for your Help! I customized as you suggested

Ps56k2 · December 2021

[removed - duplicates have been merged, no longer applicable]

Header on Net Worth Statement

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