Rolling Qtr (or 90 day) option in the checking account drop down filter

Steve Rehwinkel
Steve Rehwinkel Quicken Windows Subscription Member ✭✭
edited March 2025 in Registers & Transactions (Windows)

In my personal checking account, I use the Custom option to limit the check register to the last, current & future month. It would be nice if there were an option to make this automatic. Right now, I have to reset it every time I boot up.

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  • Steve Rehwinkel
    Steve Rehwinkel Quicken Windows Subscription Member ✭✭

    I forgot to add the location. The custom option is located in the filter drop-down menu

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    The filters should stick between restarts of Quicken if you have this option on.

    Edit → Preferences → Register → Remember register filters after Quicken closes

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @Steve Rehwinkel ,
    are you prerecording future-dated transactions for several months into the future, making it difficult to position the register to see Today's transactions?

    Are you using Scheduled Reminders for recording recurring income and expense transactions?
    You can configure your account register to show one or more future instances of reminder transactions as if they were real register transactions already, to help with your planning.

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