Global Budget Change In Reports
Options

peter088
Quicken Windows 2017 Member ✭✭
Hello,
Each report I have created that references a budget is linked to a specific budget. Is there any way to change the budgets for a group of reports at once or do you have to do it one by one?
Alternatively if that is the case, are the budget names hard-coded? By that I mean that if I currently have a budget called "Current" and next year I rename a different budget to be "Current" will the reports now reference the new budget?
Thanks,
Peter
Each report I have created that references a budget is linked to a specific budget. Is there any way to change the budgets for a group of reports at once or do you have to do it one by one?
Alternatively if that is the case, are the budget names hard-coded? By that I mean that if I currently have a budget called "Current" and next year I rename a different budget to be "Current" will the reports now reference the new budget?
Thanks,
Peter
0
Answers
-
We may only change the budget used by a report by opening the report.
Budget names are not hard-coded. It appears as if a budget is assigned an incremented index when the budget is created. If you change the name of the budget saved in a report, the saved report will use the budget with the new name (the original index). If you delete a budget, the saved report uses an available budget with the closest lower index. If there is no lower index, the saved report uses the available budget with the highest index.0 -
Thanks Sherlock. That was very helpful,
Peter0
This discussion has been closed.
Categories
- All Categories
- 22 Product Ideas
- 29 Announcements
- 196 Alerts, Online Banking & Known Product Issues
- 18 Product Alerts
- 753 Welcome to the Community!
- 623 Before you Buy
- 1K Product Ideas
- 50.9K Quicken Classic for Windows
- 15.7K Quicken Classic for Mac
- 996 Quicken Mobile
- 788 Quicken on the Web
- 101 Quicken LifeHub