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Global Budget Change In Reports


Each report I have created that references a budget is linked to a specific budget. Is there any way to change the budgets for a group of reports at once or do you have to do it one by one?

Alternatively if that is the case, are the budget names hard-coded? By that I mean that if I currently have a budget called "Current" and next year I rename a different budget to be "Current" will the reports now reference the new budget?




  • SherlockSherlock SuperUser ✭✭✭✭✭
    We may only change the budget used by a report by opening the report.

    Budget names are not hard-coded.  It appears as if a budget is assigned an incremented index when the budget is created.   If you change the name of the budget saved in a report, the saved report will use the budget with the new name (the original index).  If you delete a budget, the saved report uses an available budget with the closest lower index.  If there is no lower index, the saved report uses the available budget with the highest index.
    Quicken user since 1997
    Premier on Windows 10
  • PeterPeter Member ✭✭
    Thanks Sherlock. That was very helpful,

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