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Running report with custom to date range does not update

SaavyUser

I'm running Quicken Classic Deluxe on a Windows 11 laptop and I've created a report with a date range using custom to date. Everything works great, except that when I run it a day, week, etc. later it still only runs to the date that was originally used for the report. I also cannot adjust that date without resetting the whole report, so I wondered if this is a bug or if there is a way to adjust this to auto-update the current date when running a report.

Thanks!

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Quicken Carlos

Hi @SaavyUser,

Thanks for reaching out to the Quicken Community.

After testing, I was unable to replicate the issue on my end. I do have a few questions to better understand the problem:

When was the last time this worked correctly?
What type of report are you running?
Is this a new report or a saved report?
If it is a saved report, have you tried creating a new one and saving it to see if the issue persists after changing the dates?
Have you validated the file?

To do so, please follow these steps:

Go to File > Validate and Repair File
Check the box for Validate File
Click OK

Also, where is your Quicken data file located? To check, please open Quicken and go to File. At the bottom of the menu, just above the Exit option, the file with the check mark next to it is the one currently open. Please provide the full file path shown there.

I look forward to your reply.

Jim_Harman

This appears to be yet another problem with the new report customization dialog, see this discussion

https://community.quicken.com/discussion/7945475/custom-to-date-not-updating

Previously, we could switch back to the old dialog when we encountered problems like this, but apparently the problem was never fixed and now the option to switch back is no longer available.

SaavyUser

Jim,

Thanks, this is exactly my problem and you are correct that the solution offered on the discussion you connected to is no available to me. I'm not sure what to do next other than see if Carlos can help.

SaavyUser (David)

SaavyUser

@Quicken Carlos,

OK, lots of questions. Here are my responses:

When was the last time this worked correctly? Its never worked correctly since I saved the report
What type of report are you running? I'm running the Banking Summary report, modified to include the accounts I need and set to Custom To Date with a monthly breakout.
Is this a new report or a saved report? Not sure the difference, its a report that I customized to meet my needs and then saved, something that I just did recently to use as a template for monthly reporting.
If it is a saved report, have you tried creating a new one and saving it to see if the issue persists after changing the dates? I have, but it just now saves with the date I created the report, a date that is still greyed out and unable to be adjusted easily.
Have you validated the file? Yes and the problem persists. I've attached the text from the log below in case the attachment isn't loading.
where is your Quicken data file located? C:\Users\dguid\OneDrive\Documents, though I'm pretty sure I have the same problem if I stored this directly on my laptop

I highly recommend you read the following post by Jim Harmon as the discussion he points to describes the exact same problem that I have.

Thanks,

SaavyUser

Log file report:

[Fri May 22 08:33:22 2026]

File: "C:\Users\dguid\OneDrive\Documents\Quicken\FriendsJuly2013onwards"

QDF:
Validating your data.

QEL:
No read errors.

QEL:
All internal consistency checks passed.

[Fri May 22 08:33:25 2026]
Maximum security reference: 33, number of securities: 33.
All security references are within the normal range.

Validation has completed.

[Fri May 22 08:42:52 2026]
Opening file:
C:\Users\dguid\OneDrive\Documents\Quicken\FriendsJuly2013onwards.QDF.QDF

[Fri May 22 08:43:20 2026]
Opening file:
C:\Users\dguid\OneDrive\Documents\Quicken\FriendsJuly2013onwards.QDF

Quicken Carlos

Hi @SaavyUser,

Thanks for your reply and for sharing those details with us.

I have sent you a direct message. To check it, click on the message icon in the upper-right corner.

I look forward to your reply!

Jim_Harman

@SaavyUser Since the "To Date" setting does not automatically change the end date after saving the report or let you change it, you could partially work around this bug by setting the report to Custom dates with today's date as the ending date. Then you should be able to manually update the end date each time you run the report.

Alternatively, you could revert to the previous version of Quicken, R66.28, which would give you the option to change back to the old report customization interface. As I recall, in the old interface, "To Date" works properly, updating the end date automatically each time you run the report.