Asset allocation report doesn't update when change account selections

Tom Craig

When I select an Asset Allocation report and press the customize button under "Reports and Graphs", I am able to select accounts and get a report containing the select accounts.

But...after I have the report created, I can no longer customize it by selecting different accounts. I have to close the report and start all over.

Jim_Harman

Is this a saved report or one of the standard reports from the left column of the Reports and Graphs Center?

You may be seeing a "pre-filtered" report that includes just the selections you made with the Customize button. Any further customization you do can only further restrict what you see.

Try going to Reports > Investing > Investment Asset Allocation and customizing the standard report with the gear at the top right.

Jim_Harman

Please go to Help > About Quicken and let us know your version and release info

Tom Craig

2019 R19.55 Build 27.1.19.55
(I assume this is the very latest because frequently Quicken updates when I start the program)

Jim_Harman

Is this a saved report or one of the standard reports from the left column of the Reports and Graphs Center?

You may be seeing a "pre-filtered" report that includes just the selections you made with the Customize button. Any further customization you do can only further restrict what you see.

Try going to Reports > Investing > Investment Asset Allocation and customizing the standard report with the gear at the top right.

Tom Craig

It is a standard report. Once the report is created it can't be customized.

Jim_Harman

Please elaborate on "can't be customized"

What happens when you click on the gear?