Sometimes I pay medical expenses by check and sometimes I charge them. When I run a report to find my medical expense payments it only shows the payments I've made by check. I have to remember to go into "Customize" in the report, and then click on the accounts tab and then check my credit card account as well. How to I tell it to always include my credit card account in all reports I run? I don't see an option for this. TIA Paula
It could turn out that you need to tell us what version of Quicken you are using; while it may not be necessary in your particular case, I believe you should always accompany your questions with your Quicken version (there's actually quite a few other potentially useful pieces of information, which can be left for another time).
Most Quicken versions will allow you to "Save" (or "Memorize") reports that you create, so you can later use them just as you customized them. Look for "Save" or "Memorize" when you have the report created. And look for more information about saving/memorizing reports and using them in Quicken Help. Also consider placing an icon on your Quicken toolbar to run those "saved" reports with one click. (Another subject described in Quicken Help).
Thank you for your reply John. Sorry I did not include the version I am using. Quicken Basic 2007 and Vista.
I did indeed see that one can memorize a report once they are customized to one's needs and I did so for the medical expense report which I use frequently, but there are other reports that I would only run infrequently which I would think would benefit from a global setting telling it to always include all the accounts I normally pay from. As this software now stands, I have to remember to adjust the settings each time I run a report to include all accounts I pay from. My memory is not as good as it used to be. I would think this would just be a "NO BRAINER" to the programmers and I am so surprised it was set up this way. Anyone not remembering to customize a report to include all accounts they pay from will get incorrect reports. This is not acceptable in my humble opinion. Thanks again for your reply.
Paula
I suspect that the "new" "My Saved Reports" facility (new in Q2006, I think) was intended to make it fairly easy to Save, and keep track of, many reports. Having the reports Customized to your needs and, pretty close to your fingertips, is, in essence, giving you your own set of customizations. Even infrequently used reports can be Saved for reuse.
In fact, you could Save one of each type of report, with your desired "default" customizations, put all in their own report folder (called, My Default Reports, perhaps), and always start your reports from there. (You can put a button for the "Reports and Graphs Center" on your Quicken toolbar.)
I just very quickly tried every one of my Q2007 Banking, Spending, and Comparison reports and I could only find one that did not include all credit card accounts by default: the Missing Checks report ... whose exclusion of accounts that can't write checks seemed logical to me.
My observation was that each report did a fairly good job of choosing accounts to use by default (and *all* accounts was the most common default).
You can tell Quicken that you want to Customize reports before Quicken "creates" them. That should certainly serve as a reminder to double check all the Customize options.
I forget things too, but no setting of default report Customizations could prevent me from ever creating a report with something not customized correctly for the purpose.
You're welcome to make a suggestion to Intuit at their Support web site.
Hi, Paula.
Mine, too. Why not just include ALL accounts?
In most reports, there is no need to exclude any account. If you include an account from which no matching expenses were paid, the report looks the same as if you had excluded that account. Of if you had included only accounts from which expenses were paid - unless you forgot to include one.
RC
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