Option to exclude Closed accounts from Balance reports

Bob@45
Bob@45 Member ✭✭✭✭
edited 9:51AM in Reports

When I generate a balance report for a group of accounts, selecting the accounts is a pain because I have dozens and dozens of closed accounts in the account select list. I can exclude Separate accounts, but since I want recent activity (4-5 years) in my transaction reports, I cannot flag all these closed accounts as separate. They are closed, and their balances are necessarily zero, and so they don't apply to a balance report, but it's a pain to have to sift through them to select the accounts I do want.

A check box to show or exclude Closed accounts, like you have for Separate accounts, would be a great improvement for me.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Create the report, and customize it ONCE to exclude accounts … then memorize it.

    Facility you're requesting already exists for all practical matters.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Bob@45
    Bob@45 Member ✭✭✭✭

    You don't add new accounts to your family finances? Or close any?

    I do save my customized reports, all of them. I have about 2 dozen for a variety of purposes.

    But when we open or close a new checking or savings account or a new credit card, it's a pain to scroll through a list of over 100 accounts to find the one we need to add or remove.

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