How to set default Customer Invoices filter

Kevin Miller

Is there a way to set the default filter setting in the Customer Invoices screen? It normally defaults to All Dates, Any Type, and All Transactions. It would be very handy to be able to change All Transactions to Uncleared by default. Maybe some tweak to an ini file or a registry entry? I realize it isn't a big deal to click the drop down selector. It would be nice not to have to.

Scooterlam

Hi.  You can make those register filters persistent by going to Edit>Preferences and in the preferences dialog, select Register and check "Remember register filters after Quicken closes".  See image.

Be aware....this appears to be a global setting that acts on all of your account registers, though.  Still, it may work for you as your "default" filter for the customer invoices account.

Scooterlam

Hi.  You can make those register filters persistent by going to Edit>Preferences and in the preferences dialog, select Register and check "Remember register filters after Quicken closes".  See image.

Be aware....this appears to be a global setting that acts on all of your account registers, though.  Still, it may work for you as your "default" filter for the customer invoices account.

Kevin Miller

Thank you! This is exactly what I was looking for!