Can you exclude one or more accounts from standard Quicken reports?

pklehn0729
pklehn0729 Quicken Windows Subscription Member
edited October 2023 in Reports (Windows)

How do I exclude one or more select accounts from being included in the standard pre-loaded spending & income reports that come with Quicken for Windows?

Comments

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Run the report, then click on the gear icon to customize the report. You can select which accounts to include in the report from there.

    2023-09-07 18_44_32-reports-customize.png

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can customize any of the standard reports to exclude any accounts and then save your customized copy to run againlater. However, if you are asking how to change a standard report to always exclude an account, the answer is you can't unless you make the account "separate" under the accounts display options tab.

    Quicken Windows user since 1993.

This discussion has been closed.

Categories