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How to change the default columns in a payee report

Roger Everson

The default columns in a Payee Report (right click on a register entry) include columns I rarely need and mostly don't want unless I ask for it such as "account", or "tax item". Is there a way to change the default columns? If so, how?

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q_lurker

No, you cannot change the defaults.

You can customize a report the way you want it and then save that version as a saved report. You can the include that in your Quicken toolbar if you use it frequently.

Roger Everson

How do I make a request for a future update to include that option? I would think that would be a needed capability. Especially considering that you have to edit the report to add other accounts to the report.

q_lurker

Roger Everson said:

How do I make a request for a future update to include that option? I would think that would be a needed capability. Especially considering that you have to edit the report to add other accounts to the report.

You can post an idea under the https://community.quicken.com/categories/reports-%28windows%29 area. I would not have high hopes of implementation. The reports tools as a whole have been pretty much unchanged for years. I would only see your idea taking hold as part of a complete redo of reports.

q_lurker

Perhaps I should have pointed you to this post
https://community.quicken.com/discussion/7644736/default-report-format#latest

I see you started a new idea. I'll suggest to a moderator that merge yours be merged into that one which has some substantially similar comments and suggestions.

Roger Everson

Thank you.