Have New Accounts added behave the same as New Categories within Saved Reports

David37211

Any time I add a new account of any type (I have done Asset, Liability, Checking, Savings, Cash) that account is automatically added and selected within my saved reports. Quicken Support tells me that there is not a way to turn this off. However, when I add a new Category and open a Saved Report, I get a dialogue box asking if I want to edit the report to add the Category(ies). How do I get the new accounts to behave the same as a new category? It is frustrating to always have to edit my saved reports every time I add a new account.

David37211

Any time I add a new account of any type (I have done Asset, Liability, Checking, Savings, Cash) that account is automatically added and selected within my saved reports. Quicken Support tells me that there is not a way to turn this off. However, when I add a new Category and open a Saved Report, I get a dialogue box asking if I want to edit the report to add the Category(ies). How do I get the new accounts to behave the same as a new category? It is frustrating to always have to edit my saved reports every time I add a new account.

q_lurker

"Why" questions are virtually impossible to answer.  Because it was programmed that way?

My spin on your question is that the programmers thought it would be better to add the account to the report, let the user see that added information and then let the user choose to keep it in or remove it.  The converse, not adding the report, requires to user to remember that a new account entered the database after the saved report had been created.  That scenario makes it more likely the user would not get the data into the report when desired.  

I have always found the Added Categories prompt confusing.  I would like to see the existing included categories and the newly added categories to decide if the newly added ones should or should not be added to this report.  That info is not readily apparent so I end up taking a WAG as to which way to go.

You might want to start an Idea thread to see if there is any traction to altering the Added Accounts processing.  

David37211

Where do I go to start an Idea Thread? The person I spoke with at Quicken Support directed me to this forum for this.

David37211

Any time I add a new account of any type (I have done Asset, Liability, Checking, Savings, Cash) that account is automatically added and selected within my saved reports. Quicken Support tells me that there is not a way to turn this off. However, when I add a new Category and open a Saved Report, I get a dialogue box asking if I want to edit the report to add the Category(ies). How do I get the new accounts to behave the same as a new category? It is frustrating to always have to edit my saved reports every time I add a new account.

The New Category dialogue box opens up the Category list with a check box to see only those newly added Categories. This would be great for New Accounts instead of assuming every new account should be added to every saved report.

Quicken_Natalie

Hello David37211,

Thank you for bringing this to the attention of the Community!

I went ahead and turned this discussion into an Idea thread so that other users are able to vote on it. Our developer's review Idea threads to get an idea of what people would like Quicken to offer.

Be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:

Thank you,

Quicken Natalie

Beijing Mac

very aggravating that Saved Reports have to be edited to remove new accounts.  I have specific reports for specific accounts (singular or multiple) and these have to be edited and corrected when running again after adding a new account.  

Jim_Harman

@Beijing Mac and others,

If you like this idea, don't forget to vote for it as described above by @Quicken_Natalie. Every vote counts!

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

Jim_Harman

This option has been requested many times, most recently here
https://community.quicken.com/discussion/7890671/can-i-control-custom-reports-from-changing-every-time-i-add-a-new-account

and is basically the same as this Idea
https://community.quicken.com/discussion/7490194/add-feature-to-lock-or-prevent-changes-to-customized-saved-reports-edited-17-merged-votes

deschenesjac

I have the same problem. Everytime I add a new account it gets added to all my saved reports. It's quite annoying because I have more than a hundred reports to verify. Would it be possible to have the same feature as for the Category where it would ask if you want to keep your report as it was saved ?

Rocket J Squirrel

This is implemented in a per-report basis in the Save Report dialog.