Default starting date in reports

Aug 16, 2005 7 Replies

In Q2006 Premier preferences, under reports, the default starting date is 5/5/1980. Aside from using the customise feature, is there any way of setting this date to something more recent? I find this very inconvenient.



Thanks for any help you can give me.



Marv


It probably means that you have a transaction in your file with that date.

I suspect you will only get that date as a default if your user preferences say that the default date range for reports is "Include all dates" or "Earliest to date" (or you have setup a default "custom date"). If you change your default report preferences to something like "Year To Date", you should be able to avoid the very old transactions as a default.

Edit > Preferences > Quicken Program > Reports and Graphs

I would like to thank both John and Mike B for their responses.

Working on a copy of my data files, I was able to change the default starting date to a later one by changing the date on a 5/5/1980 transaction to a later date. This was a follow up to Mike's comments. This is, however, not a good idea as it could change a sale of a security into a short sale, and may have other undesirable repercussions.

John's comments lead me to suggest that Quicken ought to add more choices to the program, such as having "for the last 5 years" as a choice or having "to date" as an ending choice. That way with one click I could, for example, create a report that showed my net worth over the last 5 years to date.

I know that using the customize feature that I could make such a report as Quicken is currently set up, but it would be necessary to change the beginning and ending dates every time I wanted to use it.

Marv

I have submitted a similar suggestion to Intuit probably two or three times in the past.

I noticed that in QW 2006 that the preferences for Reports and Graphs default start date now has a "Custom to date" option that I don't remember seeing before. It looks like this lets you set a starting date and ends with today's date. This may do part of what you want.

Fozzy

Marv>I would like to thank both John and Mike B for their responses.

Glad you noticed that. It will do very well as a solution to my problem.

Thanks

Marv

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