How to restore new (Beta) interface- Reports Customization Dialog

glenb.
glenb. Quicken Windows Subscription Member ✭✭
in Paying Bills, Online Billers & Reminders (Windows)

Qn Windows R65.10 Windows 10

The old, classic customization screen was highly flawed, very hard to scroll through the categories, as I had many nested sub categories.

Just today there was a new interface that worked much better. I foolishly deleted it and went back to classic, but now want to restore the new version. I think the dialog said it was a beta interface, but I am not certain.

This is the old, classic

image.png

Best Answers

  • UserDavidC
    UserDavidC Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Go to Edit → Preferences and make sure the selection is NOT selected.

    image.png

    Don't know if this is your problem but it is the first thing I would check.

    Quicken user since 1995.
    Current Quicken for Windows subscription user. I usually upgrade to the latest version about 1 week after full release.

  • UserDavidC
    UserDavidC Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    @glenb. Apologies. I misread the version you wanted.

    @Jim_Harman Thanks for the correction.

    Quicken user since 1995.
    Current Quicken for Windows subscription user. I usually upgrade to the latest version about 1 week after full release.

Answers

  • UserDavidC
    UserDavidC Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    Go to Edit → Preferences and make sure the selection is NOT selected.

    image.png

    Don't know if this is your problem but it is the first thing I would check.

    Quicken user since 1995.
    Current Quicken for Windows subscription user. I usually upgrade to the latest version about 1 week after full release.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 3

    Go to Edit → Preferences and make sure the selection is NOT selected.

    It is the other way around: To enable the new style report customization interface, go to Edit > Preferences > Early Access and check the Customize reports box.

    There have been reports (none recently) that the new style interface has bugs, for example that unwanted Categories are sometimes selected. For example, see the link below. I do not know if these have been fixed.

    Please let us know how it works for you.

    https://community.quicken.com/discussion/7949110/bug-early-access-categories-not-displaying-properly
    QWin Premier subscription
  • UserDavidC
    UserDavidC Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    @glenb. Apologies. I misread the version you wanted.

    @Jim_Harman Thanks for the correction.

    Quicken user since 1995.
    Current Quicken for Windows subscription user. I usually upgrade to the latest version about 1 week after full release.

  • glenb.
    glenb. Quicken Windows Subscription Member ✭✭

    The early access checkbox cured my problem.

    I do like the new report customization interface

    There is enough room in the selection box to see nested category discriptions.

    I did have a prior issue about modified categories (newly checked or unchecked) not being saved in the report.

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