Is there a way to hide closed accounts in the account selection tab of a report query?

jlspitzer
Quicken Windows Subscription Member ✭✭
When creating custom reports is there a way to hide the closed accounts in the accounts tab so that I don't have to constantly keep clearing and reselecting my active accounts? I realize that they may not have any activity, but I may only want to select certain accounts and have to keep repeating the uncheck and then manually recheck.
Tagged:
0
Best Answer
-
@jlspitzer - you can code the accounts you want to exclude as "Keep this account separate" on the Display Options tab. And then, when you create/run the report, you need make sure the "Show Separate accounts" is unchecked to exclude these accounts.1
Answers
-
@jlspitzer - you can code the accounts you want to exclude as "Keep this account separate" on the Display Options tab. And then, when you create/run the report, you need make sure the "Show Separate accounts" is unchecked to exclude these accounts.1
-
That worked. Thank you.0
This discussion has been closed.
Categories
- All Categories
- 2 Product Ideas
- 27 Announcements
- 192 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 732 Welcome to the Community!
- 605 Before you Buy
- 1.1K Product Ideas
- 50K Quicken Classic for Windows
- 15.5K Quicken Classic for Mac
- 987 Quicken Mobile
- 775 Quicken on the Web
- 75 Quicken LifeHub