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The basicsYou can print most pages in Quicken simply by pressing CTRL + P or by looking at your print options on the File menu. If you want to create a PDF, select Adobe PDF from the printer option in your print dialog. (See image)  |
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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 (Cheques in Canada), 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.
Some objects you print in Quicken have special requirements. |
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When you create a report with a corresponding graph, you have the option to include both the report and graph on the same page, or to include just the report or just the graph. Quicken prints whatever appears on-screen by default, but you can add or remove objects from the printed document by selecting or clicking to clear the Graph and Report check box options in the Print dialog. |
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| title | Print a report to a file |
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To print a report to a file instead of a piece of paper, in the Print dialog, simply select the type of file you want to print to, and click OK:
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A quick guide to printing in Quicken
Printing in Quicken allows you to create hard copies or digital files of your financial data, including reports, budgets, checks, transactions, and more. Whether you need to save a PDF for your records or prepare a document for a financial advisor, Quicken provides versatile options to suit your needs.
Basic steps to print in Quicken
Display the data you want to print: Open the report, budget, register, or other item.
Select print options:
For reports, budgets, or forms, click Print.
For checks, registers, or other items, go to File menu > Print.
Choose print settings:
Select options like font style, page orientation, or other preferences in the Print dialog.
Print or save as PDF:
For a physical copy, click OK to print.
To create a PDF, select Adobe PDF (or another PDF printer) in the Print dialog, name the file, and click Save.
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Printing essentials in Quicken
You can print a variety of items in Quicken, including reports, graphs, transaction lists, and more. For detailed customization, such as sorting data or saving documents in a specific format, follow these tips.
Items you can print
Reports and graphs: Include both report data and corresponding graphs in one file or print them separately.
Transactions: Print from registers or transaction lists, specifying date ranges and including split transaction details if needed.
Budgets and planner pages: Customize budgets to exclude non-budgeted categories before printing.
Checks (cheques in Canada): Print checks directly to paper.
Forms (Quicken Business & Personal): Print estimates, invoices, and credits to PDF or paper.
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Advanced printing options
Printing to file formats
Quicken allows you to save reports in file formats for further editing or sharing:
ASCII disk file: Compatible with most word processors.
Tab-delimited disk file: Opens easily in Excel.
.PRN disk file: Compatible with Lotus 123.
When saving to file, you can adjust line and character limits for better formatting. For a continuous report, set the number of lines per page to 0
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Tab-delimited Disk File is Excel compatible.
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.PRN Disk File is 123 compatible.
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The print settings you apply to reports and graphs also apply to budgets. You can customize the budget reports or graphs to keep categories that you haven't budgeted for from printing. After you create the budget report or graph, click Customize. Then click the Advanced tab, and in the Categories list, select Budgeted Only. |
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You can print transactions from any of Quicken's registers or transaction lists. When you do this, enter a title for the report and specify the range of dates you want to include. For the transactions in a register (but not a transaction list), you can also select Print Split Transactions to include category, memo, and amount information from split lines. (If you're in an invoice/receivables register, you'll notice that the split line items show as Form on your screen as well as in the PDF report.) Keep in mind that transactions print in the same order that they appear in the register. If you want your transactions to appear in another order, change the sort order of the register before printing. |
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| title | Print a check, an envelope from the Address Book, or a form (only in Quicken Home & Business) |
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Click the link for the object you want more information about:
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Print an envelope from the Address Book
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Global print settings
To set default print preferences:
Go to File menu > Printer Setup.
Choose the object you’re preparing to print (e.g., Reports/Graphs, Checks, or Invoices).
Adjust the settings and click OK.
These changes apply globally to similar items, ensuring consistent print formats.
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Tips for customizing your printouts
Reports and graphs
Customize report content: Include or exclude graphs and adjust category visibility using the Customize button and the Advanced tab.
Combined reports and graphs: Choose to print both elements together or separately by toggling the Graph and Report checkboxes in the Print dialog.
Registers and transaction lists
Title and date range: Add a report title and specify date ranges when printing transaction lists.
Include split details: For register transactions, select Print Split Transactions to include categories, memos, and split amounts.
Sort order: Ensure transactions print in the desired order by adjusting the register's sort settings before printing.
Budget printouts
To focus only on relevant data:
Create a budget report or graph.
Click Customize and go to the Advanced tab.
In the Categories list, select Budgeted Only to exclude non-budgeted categories.
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Special printing considerations
Some Quicken items have unique printing requirements:
Checks: Must be printed to paper, not PDF.
Cash flow forecasts and savings goals: Print directly to paper for clarity.
Address book envelopes: Available for physical printing only.
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Troubleshooting and best practices
PDF printing: Ensure you’ve installed a PDF printer like Adobe PDF to save digital copies.
File export: If printing to paper or PDF isn’t sufficient, export reports to file formats compatible with your preferred word processor or spreadsheet program.
Preview your printout: Always check what’s displayed on-screen before printing. Quicken prints the visible data by default.
Adjust appearance: Use the Print dialog to refine fonts, orientation, and other settings.
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Quicken’s printing capabilities make it easy to create both physical and digital copies of your financial information. By customizing reports, adjusting settings, and selecting the right output formats, you can tailor your printouts to suit any personal or professional need.
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Note for our Canadian CustomersThe following terms will be different in the Canadian releases of Quicken. Canada: "Cheque" / United States: "Check" |
Additional articles about printing
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