"Lock this report" does not work

Jeffrey Jones

I have several saved reports. They are saved with "Lock this report (Do not warn)" enabled. Whenever I add new categories and accounts, all of the reports that use "Lock this report" are updated with the new category or account. It is behaving like "Add automatically (Update the report)" is set.

Quicken Jasmine

Hello @Jeffrey Jones,

Thanks for reaching out!

I’d like to dig a bit deeper so we can better understand what’s happening here. Just a few questions to start:

1. Which specific report types are you seeing this issue with? (e.g., Spending by Category, Itemized Payees, etc.)
2. When you go back to the saved report after adding a new account or category, do you notice any other report settings being altered (such as date range or customization filters)?
3. Are the newly added categories/accounts included in the report results, or do they simply appear in the customization settings?
4. Are you saving over the original report each time or running it fresh from the Saved Reports list?
5. Just to confirm—are these reports saved in a memorized group or individually?

Let me know—I'd like to try to reproduce this and report it if needed.

Jeffrey Jones

Quicken Jasmine,

1. I think they are income/expense by category reports. I am not 100% sure because once the title is changed there is no way I can tell for sure.
2. I do not see any other report settings being changed.
3. They are included in the report.
4. I am running it from the My Saved Reports.
5. They are individually saved in the "My Saved Reports"

I can recreate it by:

1. Select Reports/Spending/Spending by Category.
2. Select Customize
3. Clear all category selections
4. select one expense category
5. click OK to save customizations
6. click save, select lock this report.
7. close report
8. Create a category
9. In saved reports, launch report created.
10. Select Customize
11. Select Categories tab and check to see if new category is selected.

I did one for Electric category and saved it locked. Then I created a new category called test. Sure enough it was checked when I launched the saved report.