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.
Some objects you print in Quicken have special requirements.
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.
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:
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.
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 on an invoice show as Form on your screen but as SPLIT on the printed 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.