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Reports Not Saving (Q Mac)

dioxide45

I am using an existing report of 2020 transactions and am duplicating it to try to create a new report for 2021. The problem is, that after I save the report and then close it, the report is no longer available for 2021. I have gone through the process multiple times and one time I thought it was saved because I could see it in "My Reports", but now when I go in there, it is gone. Am I doing something wrong?

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jacobs

@dioxide45 I'm not able to reproduce this problem. Here's what I'm doing; see if this differs from what you're doing:

Open the existing report "2020"
Click Duplicate, creating a new "2020 copy" report
Edit the dates from 2020 to 2021
Click Save
Quicken asks "Do you want to save changes to this report?"
Click "Save as new custom report", and edit the name from "2020 copy" to "2021"
Click Save
The report is now visible in the Reports > My Reports menu

If I quit and re-launch Quicken, the "2021" report is still in My Reports.

dioxide45

Thanks. That works. I figured out what was causing the issue. After saving the report, I was also changing the grouping to group based off of Category instead of Payee. This was then changing the report name to "Category Transaction" and saving it as that.