Add feature to 'Lock' or 'Prevent Changes' to customized saved reports(edited) (17 Merged Votes)
One of the nice features of Quicken is when you open an existing report if new budget categories had been added or changed you receive a warning that this has happened and you are asked if you would like to incorporate the new budget structure into that report.
This should also apply if a new banking account is added. Quicken should warn that a new account has been added and ask if you want to include the new account into the report.
I have Quicken 2017 R5 on PC.
I noticed this recently when I compared my report for the first Quarter of 2017 with my Year To Date (3/31/2017) report for the end of March. They should have been the same and they were not. The issue was that I had added a banking account since the first Quarter of 2016 and that was not included in the 1st Quarter Report. When I added it the reports agreed as they should. I added the account to my monthly reports last year when I added the new account but missed this in the Quarterly Reports. A warning like the one for the budget categories would be a helpful addition.