How do I set a default view to roll-up subcategories in the planning section?

I would like the default view of the planning (budget) section to be rolled-up and subcategories not visible until I choose to view them. Any ideas about how to make that the default view?

Best Answer


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @David Valler

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    If you haven't done so already, please navigate to Budget Actions > View Options and check "Show Parent Category Rollup"

    Does this option show you what you are needing?

    Please let me know!

    -Quicken Tyka
  • David Valler
    David Valler Member ✭✭
    Thanks for the input; however, I would like the default for all the categories to be already rolled-up when I open the window. Or at least, keep them in the same state as I last used them. Not sure how to do that.
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