Saving Customization settings?

May 08, 2006 1 Replies

with QB06 I do a lot of Reports>Spending>Itemized Categories and customize the accounts involved and date range. Quicken seems to forget those settings at the drop of a hat. Is there a way to make them stick?



Is there a quick date picker that includes a whole year, ending on yesterday? "Last Year" gets all of 2005. "Year to date" only gets dates in 2006.


I assume you mean Quicken 2006.

Basically no. You can tell Quicken what default date range you want for every report, but that will not always produce satisfactory results. And it doesn't cover accounts. The only other alternative I know - Save your report(s) - also will not always deliver, but it will allow you to retain the date range and accounts you selected.

Almost. You can use "Last 12 months", but that ends today, not yesterday.

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required