Asset allocation report doesn't update when change account selections
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Tom Craig
Member ✭✭
When I select an Asset Allocation report and press the customize button under "Reports and Graphs", I am able to select accounts and get a report containing the select accounts.
But...after I have the report created, I can no longer customize it by selecting different accounts. I have to close the report and start all over.
But...after I have the report created, I can no longer customize it by selecting different accounts. I have to close the report and start all over.
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Best Answer
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Is this a saved report or one of the standard reports from the left column of the Reports and Graphs Center?
You may be seeing a "pre-filtered" report that includes just the selections you made with the Customize button. Any further customization you do can only further restrict what you see.
Try going to Reports > Investing > Investment Asset Allocation and customizing the standard report with the gear at the top right.QWin Premier subscription5
Answers
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Please go to Help > About Quicken and let us know your version and release infoQWin Premier subscription0
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2019 R19.55 Build 27.1.19.55
(I assume this is the very latest because frequently Quicken updates when I start the program)0 -
Is this a saved report or one of the standard reports from the left column of the Reports and Graphs Center?
You may be seeing a "pre-filtered" report that includes just the selections you made with the Customize button. Any further customization you do can only further restrict what you see.
Try going to Reports > Investing > Investment Asset Allocation and customizing the standard report with the gear at the top right.QWin Premier subscription5 -
It is a standard report. Once the report is created it can't be customized.0
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Please elaborate on "can't be customized"
What happens when you click on the gear?QWin Premier subscription0
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