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Saved reports prompt for new tags/securities/etc when 'All' has been selected

Lee Tumbleson

If I save a report that has 'All' selected from tags, securities, categories, etc, I should not be prompted that 'new' items have been created in those respective attributes.

One new security, when I have hundreds, and a saved report that indicates use 'all' securities, should not prompt me to review new securities.

This should also apply to account, categories, and tags.

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Reports

Windows

Comments

Quicken Laura

Hi @Lee Tumbleson,

I see your point. However, Quicken is currently working as intended. Even when “All” is selected, the newly created category wasn't previously part of the saved report's list, so Quicken prompts you to review the new item and decide whether you want to include it.

That said, if you'd like to see this behavior changed in the future, you can submit an official feature request by creating an Idea post in the Quicken Community. Other users who have the same or a similar request can vote on the idea, which helps the development team gauge interest in the change.

Please feel free to reach out if you have additional questions.

Sceptic

@Lee Tumbleson next time you want to save a report, click on the save icon to show a dialog box with some advanced options that you might find useful:

If you rather Quicken just automatically add the new items rather than ask, the third option might work for you.

Also, here is a brief description of each option: