Account Categories in Reports

Robin Schokman

I have a Windows 10 desktop using Quicken 2017. Recently I added a new banking account. When I prepare a report that account is unticked in the list of accounts and i have to manually add it to the list. However, the next time I prepare a similar report the account is still unticked, and I now have to manually add that account every time I prepare a report. Why isn't the account staying selected?

NotACPA

Is this a report that you've previously saved, and perhaps customized? Or, one of the "canned" reports?

Are you selecting ALL accounts for inclusion, or only some? Are you saving the customized report after you changed it by including this new account, or repeatedly bringing up the previously saved report?

Robin Schokman

The report is a Quicken Standard Report "Income and Expense by Category" and is listed in My Saved Reports. I update the reports regularly and choose the month for which I want a report. I check Select All in the Account Listing which adds the new bank account, and generate a report. The next time I come to prepare a report, the box for the recently added bank account is unchecked.

I don't save the report which is a standard one, just print it out. I don't know how you save the report.

Tom Young

If the report is listed in the My Saved Reports, it is a saved report and it appears that you're not resaving it, with the new Account included, after using the report.

With a saved report Quicken should "notice" that you changed something in your data file, perhaps added an Account or Category, and ask if you want to include that Account or Category in the saved report and when you go to close the report ask if you want to save the report.

The next time you use the report, make your addition of the Account, and then immediately click the Save Report icon. You can change the name of the report if you wish, at which time you'll have added a new report to the saved reports list, or overwrite the original report, using the same name.

UKR

Putting a checkmark at the setting "Remind me to save reports" in Edit / Preferences / Reports only might help

Robin Schokman

Thanks, that solved the problem. I added the missing account and saved the report which created a new report in my list of Saved Reports - this has 111 after it indicating a 3rd version. I will now select that Saved Report for future reporting.