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    • Organizing My Reports on Mac - Exists or Not

    Quicken Mac Subscription Member ✭✭
    edited March 15 in Reports (Mac)

    I looked at this instruction page and I don't see the plus sign and can't seem to find how to create a folder or organize My Reports. What am I missing?

    https://info.quicken.com/mac/saving-reports

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    • Quicken Mac Subscription SuperUser, Mac Beta Beta
      edited February 15

      Click the Reports tab at the top of the screen, then next to My Reports on the left, click the plus sign to create a new reports folder:

      image.png

      Once you've created a folder, drag and drop reports from My Reports to the new folder to organize them. Bear in mind that the full list of your reports will still be shown in My Reports.

      Quicken Mac Subscription; Quicken Mac user since the early 90s
    • Quicken Mac Subscription SuperUser, Mac Beta Beta

      You can also click the "New" button to create either a new folder or a new report.

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