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How to Print Reports in Quicken 2013

Quicken 2013 produces a bunch of different reports. To print a report in Quicken 2013, just choose the Reports menu and tell Quicken which report you want to print. The transactions you enter in the transaction list window or a transaction form and the checks you enter in the Write Checks window determine the information available in a report.

To make sense of what may otherwise become mass confusion, Quicken arranges all its reports into groups: Banking, Comparison, Investing (available when you’ve set up investment accounts), Net Worth & Balances, Spending, Tax, Rental Property (if you’re using Quicken Rental Property Manager), and Business (if you’re using Quicken Home & Business).

To see the reports in one of these groups, click the Reports command and then select the report group from the Reports menu. As you may know, those little triangles to the right of menu commands tell you that another menu follows.

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To create a Cash Flow report (or any other report), choose the report on the appropriate menu. For example, to create the Cash Flow report, choose the Reports→Banking→Cash Flow command. Quicken then creates the report, placing it in a newly opened window.

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After you create a report, you can change the report date or date range by using the boxes at the top of the report.

To find out what type of information a report includes before you create the report or to preview a report, choose Reports→Reports & Graphs Center. This displays the Reports And Graphs window. Select a report group by clicking a topic on the left side, and then select the report with the report group that you want to create.

You can change the report date or date range by using the box(es) provided. Click the Show Report button to create the report. If you don’t enter a new range of dates, Quicken assumes that you want to include transactions from the start of the current calendar year through the present date.

Reports that show account balances — such as the Account Balances report, the Net Worth report, the Balance Sheet report, or the Portfolio Value report — don’t need a range of dates because these reports show account balances as of a specific date. In these cases, if you don’t enter a date, Quicken assumes that you want account balances for the current system date from your computer’s internal clock.

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You can’t see the entire onscreen version of a report unless your report is very small. Press the PgUp and PgDn keys to scroll up and down and use Tab and Shift+Tab to move right and left. Or if you’re a mouse lover, you can click and drag various pieces of the scroll bars.

To print the report Quicken shows, follow these steps:

  1. Click the Print button.

    Quicken displays the Print dialog box.

  2. To accept the given specifications — which are almost always fine — just click Print.

    You’ll never guess what happens next: Quicken prints the report!

  3. (Optional) To modify the default printing suggestions, use the option buttons and text boxes in the Print dialog box to mix it up a bit and then click Print:

    • Print To: The Print To option buttons let you tell Quicken where it should send the report it produces: to the printer or to a disk file. If you choose to print it to a file, Quicken displays another dialog box you use to specify where the print file should be located and what the print file should be named.

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    • Print Range: Printing a long report? Consider using the Print Range option buttons and text box to specify that you want to print only a specified range of pages. As you might guess (if you’re a clever person), select the Pages option button and then specify the individual pages (separating each page by a comma) or the range of pages (separating the start and end page range with a hyphen).

    • Copies: Use the Number of Copies text box to tell Quicken to print multiple copies of a report.

    • Page Scaling: For some reports — although not all — you can use the Page Scaling option buttons and text boxes to tell Quicken that it should try to squish the report onto a smaller number of pages. Ever the thoughtful software program, Quicken provides two squishing methods.

      You can select the Page Scaling Adjust To option button and then enter a squishing percentage. Or you can select the Page Scaling Fit To option button and then specify the report size as a certain number of pages wide by a certain number of pages tall.

    • Print What: The Print What check boxes let you flip-flop between printing a graph and printing a report of the Quicken data you’ve said you want to see a report on. The easiest way to see what this report option does is to select and deselect.

    • Orientation: The Orientation option buttons allow you to specify how Quicken prints a report on pages: vertically (Portrait) or horizontally (Landscape). Again, if you’re confused about this option, experiment by selecting the different buttons.

    • Ink Color: If you use a color printer, Quicken provides Ink Color option buttons, which let you choose whether you want to print the report in expensive colored ink, in cheap black ink, or in grayscale so that you can go all film noir about your finances.

    • Fonts: The two Change Font buttons let you customize the look of your report by changing the font settings (point size, font, style, and so on) of the text used for your report’s header text and body text.

    • Adjust Margins: Click the Adjust Margins button to add margin-setting boxes to the Preview area in the Print dialog box. After Quicken adds these margin-setting boxes, you can change the printed report’s margins by changing the margin settings.

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