Global Budget Change In Reports

Quicken Windows 2017 Member ✭✭
in Budgeting and Planning Tools (Windows)
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

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    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.
  • Quicken Windows 2017 Member ✭✭
    Thanks Sherlock. That was very helpful,

    Peter
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