Report Account Selections Not Saved as Default Accounts

DaveQN Member
edited May 2023 in Reports (Windows)

For several years and many versions of Quicken when I create a Tax Summary report, Customize Accounts, Save the report all is fine. But if I then create a new Tax Summary Report again and look at customize accounts, incorrect default checked accounts appear forcing me again to select and deselect the accounts. I don't know why some very old accounts are checked and other newer are not. If I clear the checked accounts, close the report, and open a new report again and customize accounts, the same incorrect checked accounts appear.

Is there a way to save current account selections as default when starting a new report?




  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    When you save a report, the customizations are saved with that copy of the report. They do not affect the built-in report. This is by design, so that the built-in reports are always starting from a known group of settings.

    If you want to create your own template, you can make the modifications you want and save the report. To make a report with that a the starting point, open the template you saved, modify it as desired, change the name, and save it using the Save copy button.

    Is that what you are looking for?

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  • DaveQN
    DaveQN Member

    Thanks Jim, that's exactly what I was looking for! I then added the new saved template to my toolbar for quick access.

This discussion has been closed.