How can I make customization to spending reports permanent?

Bill S

I make an itemized category report every day. Each day I must repeat the same customizations as on the previous day. How can I make the customizations permanent? I am using Home Business and Rental Property on Windows 11.

bmciance

You have to save the report as a customized report and the make sure to open it going forward from the saved reports folder, not the standard reports. Note that you cannot save over a standard report (i.e., you cannot change the report templates)