You can print many types of documents to paper or PDF in Quicken, including lists, reports and graphs, transactions from a register (or a transaction list), budgets, forms, and planner pages. You can also print checks, cash flow forecasts, savings goals, and envelopes from the Address Book to paper. Sometimes printing to paper or PDF isn't sufficient. You may want to open a report in a word processing program to further adjust the appearance, or in a spreadsheet program to deliver it to your financial advisor. To do so, you can print to a file, and then see the documentation for the program you want to use for additional instructions. - Display the information you want to print.
- Select the appropriate option:
- To print a report, budget, or form (only in Quicken Home Business & BusinessPersonal), click Print.
- To print a check, register, transaction list, account, or Spending Plan, choose File menu > Print. (The exact wording of the menu item changes according to what you want to print. For example, if you want to print a check, you'll choose File menu > Print Checks.)
- Select any options that you want to use; for example, you can select the font or the orientation of the document.
- Which documents will my changes apply to?
The changes you make in this dialog only apply to this document. - Can I make global changes to my default print settings?
Yes. To modify global print settings, choose File menu > Printer Setup, then select the object you're preparing to print (Reports/Graphs or Checks or Invoices). Quicken displays the printer setup dialog for reports and graphs or checks or invoices (only in Quicken Home Business & BusinessPersonal). The settings you select for reports also apply to budgets, registers, transaction lists, and other lists.
- Click OK to print.
- If you're printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.
- What Quicken items can I print in PDF format?
You can print lists, reports and graphs, transactions from a register (or a transaction list), budgets, forms, and planner pages to PDF. If you have purchased Quicken Home Business & BusinessPersonal, you can also print forms (estimates, invoices, credits) to PDF. You must print checks, cash flow forecasts, savings goals, and envelopes from the Address Book to paper.
Some objects you print in Quicken have special requirements. |