How can I make customization to spending reports permanent?

Bill S
Bill S Member ✭✭
edited July 2023 in Reports (Windows)
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.

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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)

    Quicken Windows user since 1993.

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