QMac: Add option to identify reports that need to be updated when a new Account is created

smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
edited February 2020 in Reports (Mac)
Problem: When a new Account is created, it is challenging to identify and modify reports that need to be updated to include the Account.

Proposal: When an account is created, present user with a list of reports with the following criteria:
- list reports that filter its contents based on Accounts (including those that allow All Accounts).
- allow user to select which reports to update to add the newly created payee or to dismiss the list
- create a user selectable option to only present this dialog box for accounts, otherwise behave as it does now, that is, do nothing

BTW, though I do not use budgets, this feature could also be applied to budgets.

NOTE: Other very related IDEAs  here:

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user since '92, STILL using QM2007)
4 votes

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