How to customize categories in report without selecting all categories
When I select Customize report and choose Categories, all the selections are checked, not just the ones I had selected in the original report. That forces me to start all over to select categories. How can I customize the Categories showing only the categories originally selected? I am using Quicken Classic on Windows 10.
Best Answer
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How are you selecting that report? From the list of "canned" reports, or from the "My saved reports" list?
It sounds like you're repeatedly using the "canned" report. Instead, after customizing the report, you should save it … and for subsequent usages select from the Saved reports.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1
Answers
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How are you selecting that report? From the list of "canned" reports, or from the "My saved reports" list?
It sounds like you're repeatedly using the "canned" report. Instead, after customizing the report, you should save it … and for subsequent usages select from the Saved reports.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
Thank you for your very prompt response. I feel like a total idiot: I was having this problem when I tried to customize a report while I was offline. Online, I had no problem with customizing a report.
Cloverdavid
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