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How can you exclude Investment accounts from Spending Reports without having to customize each time.

PamF

Recently upgraded to Quicken subscription and now on my YTD spending shows my losses/gains in investment account as spending. I figured out how to change the spending reports to customize (remove the accounts) but will not stay that way like it would in Quicken for Windows 2017. I want to see the report without those accounts in the spending tab each time I open.
Sorry about Water Cooler Category - was one of the only ones that it would let me select. Couldn't scroll down

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Accepted answers

Bob_L

Have you tried hitting the small gear icon in the upper right corner of "See where your money goes" and selecting the type of accounts you want included?

Jim_Harman

Well now you are asking for something different. Spending Reports are not the same as the Spending tab or the "See where your money goes" panel on the Home tab.

You can customize the accounts to include on the Spending tab by choosing "Custom" in the leftmost dropdown menu on that view.

You can customize the accounts in the "See where your money goes" panel by clicking on the gear at the top right. I believe these settings are saved from one Quicken session to the next.

All comments

Zoolook

Hi,

Are you saving the report after removing the accounts you don't want to include?

When I select the default "spending over time" report, it defaults to "Banking" as the category and none of my banking accounts have securities, so I am not seeing this issue. However if you customize any report, you will need to save it otherwise when you reopen the default report, it will revert back to the original settings.

PamF

Thanks for the response. I can save that view and find again under my saved reports and graphs, but what I want to see it that same information showing up on the spending tab as you go across or on the "where your money goes" on my main view. Those revert back to all accounts. I don't see Banking as a choice there.
Maybe it's the way my accounts are set up - I have categories of Spending, Savings, Credit - those are Banking. and Retirement, plus asset and liability.

Bob_L

Have you tried hitting the small gear icon in the upper right corner of "See where your money goes" and selecting the type of accounts you want included?

Bob_L

Also check how you have the correct Intention set up for various accounts. Do that from Edit Account Details, Display Options tab.

Jim_Harman