Reporting Default

Tomatnic · January 2021

Is there a way to set the default in my register to be "This year" vs the current default of "All Transactions"?

Frankx · January 2021

Hi again @Tomatnic

Yes there is a way. First, you'll need to go into each register that you want to display in this manner and change the setting to "This Year". After you've done that, you need to change the global setting as follows:

1) Go to "Edit" > "Preferences";
2) Select "Register"
3) Check the box next to "Remember register filters after Quicken closes" - see the Snip below.
4) Click "OK"

That should do it.

Frankx

Frankx · January 2021

Hi @Tomatnic

You can change the settings at the top of the register to filter it by date. Just change the setting from "All Dates" to "This Year". See this Snip

Image: https://us.v-cdn.net/6031128/uploads/editor/b4/taa30gm6xajw.png

Let me know how that goes.

Frankx

Tomatnic · January 2021

Frank
Thank you for your prompt response. I am aware of this feater but I was wondering if there was a way to set "Current Year" as the default (instead of All Dates) so that I don't need to change the view each time. I prefer to see only the current year. Thanks

Frankx · January 2021

Hi again @Tomatnic

Yes there is a way. First, you'll need to go into each register that you want to display in this manner and change the setting to "This Year". After you've done that, you need to change the global setting as follows:

1) Go to "Edit" > "Preferences";
2) Select "Register"
3) Check the box next to "Remember register filters after Quicken closes" - see the Snip below.
4) Click "OK"

That should do it.

Frankx

Tomatnic · January 2021

PERFECT Thank you very much for your prompt replies and excellent advice.
Best regards and stay safe.

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