Allow dynamic dates (like "Today") for saved custom date ranges in reports

schlotz

Every time I look at my saved net worth report that uses a custom date range, I have to change the "To" date to "Todays date". I want "today" to ALWAYS be the "To" date so that I don't have to change it every month.

Quicken_Tyka

Hello @schlotz

Thank you for taking the time to visit the Community to share your feedback.   have gone ahead and changed this post to an Idea post so that others may vote on adding this feature to Quicken. Be sure to add your vote. Once an idea has gained enough traction it will be reviewed by our development team for possible implementation.

Thank you,
-Quicken Tyka

schlotz

Thanks Tyka

jacobs

I misunderstood from the title of this topic, but I entirely agree. The request is to have "relative" or "dynamic" date options, in addition to static dates, in custom date ranges. "Today" and "Yesterday" are dynamic dates. Other options might include "Beginning/End of This month", "Beginning/End of Last Month", "Beginning/End of Last Quarter", "Beginning/End of Last Year". Yes, yes, yes!

This issue goes beyond the Net Worth report, although that is a perfect example of the need for dynamic dates; if the Quicken developers implement this change, the dynamic dates choices should be everywhere custom dates can currently be entered: all reports (important) and registers (less important, but for consistency). (I suspect the same code for custom date range entry is used in all these locations, so it might be only one change to implement this throughout the program.)

@Quicken_Tyka  I'd note that there are several existing Idea threads asking for basically the same thing, although users have used slightly different terminology or scope in asking for the same thing. I don't know if these can be neatly merged without making a mess of these threads, but when you put them together, there's a lot more interest in this functionality than any one thread indicates:

Would like additional date range options when creating a report   (currently 10 votes)

New Date Range Option: Year to End of Last Month   (currently 3 votes)

Add ability to save and re-use customized date ranges   (currently 14 votes)

Quicken Anja

Hello All,

This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

schlotz

After all this time and all of the excellent updates done to Quicken, this is STILL not there and is so simple. PLEASE let the end date on a custom date range be today so that it doesn't have to be changed each time the report is done.

jacobs

@schlotz You may be aware of this, but dynamic dates do exist to some extent. For a Net Worth report, which is what you originally posted about, if you specify "Year To Date" for the date range, you will always get a Net Worth report for "today" without needing to modify the date range. (For a Net Worth report, the beginning date isn't used; it's only the ending date which matters.) So doesn't that address what you asked for originally?

Similarly, if you do an income/expense report (e.g. transaction or summary report by category), the Year to Date date setting is dynamic; it will always be through "today" without the need to change the date.

However, where Quicken report dates fall short is if you want a custom date range such as July 1, 2021 through today, where "today" is dynamic for whenever you run the report; there's no way to do that. Is that what you're asking for? If so, I suggest we re-title this Idea post to make it about dynamic dates and not about a Net Worth report. (I can edit the title of the thread, but wanted to ask you first to make sure it reflects your feature request accurately.)

schlotz

Thanks. Yes, I'm aware of those other dynamic dates, but what I want is the last thing you mentioned - a custom date starting a few years back through today. Sure, feel free to retitle - it can't hurt since nothing has happened so far.

jacobs

@schlotz I've updated the title of the thread; perhaps it will garner more votes of support now.

I agree it would be useful to be able to specify dynamic or variable dates in date fields. Variables such as Today, Yesterday, End of last month, End of Last Quarter, End of Last Year, etc. would make it possible to create saved reports (and register filters) which don't need to be constantly edited as days/months/years pass.  

There is a different Idea post here which aims for the same flexibility, but it is focused on being able to create, save and name custom date ranges, as was possible in the legacy Quicken 2007. So although these two Ideas have some overlap and are related, they aren't necessarily the same and shouldn't be combined. 

schlotz

Very good. Thanks again.

ericg

I would love to see this feature return to Quicken. It used to be possible in the now ancient Quicken 2008 version. 99% of the time, I want my reports from the start of the year to the end of last month. For example, if it was June 18th, 2022, I would want a report from January 1st, 2022 - May 31st, 2022. 

The reason behind this is that I only want the report to include information that has been reconciled. I only reconcile once a month.

I like the idea behind the new easy answer reports. This trivial feature addition that would make them useful to me.