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

David Valler

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?

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Accepted answers

Quicken_Tyka

Hello @David Valler

Thank you for the response, although I apologize that the steps above didn't work to provide the view you are needing.

As the above setting is the only mention of changing the view of the budget, it would appear that the ability to change the default display is unavailable at this time.

I apologize for not having better news.

Thank you,
-Quicken Tyka

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Quicken_Tyka

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"

Image: https://us.v-cdn.net/6031128/uploads/editor/u3/9zh6v9v0b3tk.png

Does this option show you what you are needing?

Please let me know!

-Quicken Tyka

David Valler

Tyka,
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.

Quicken_Tyka