Changing Report Dates - Report Runs Twice

Snakebit12
Snakebit12 Quicken Windows Subscription Member ✭✭
edited January 3 in Reports (Windows)

Good day all.

This is a problem that I have had for several years and I thought that I might ask to see if anyone else has experienced this…and arrived at a solution.

I have several reports that I run using toolbar icons. One is a P/L report (income vs expenses). I run YTD reports at the end of every month…most recently 1/1/2025 - 12/31/2025 actual vs 2025 budget.

To prepare for 2026, I changed the dates to 1/1/2026 - 1/31/2026 and the budget from 2025 to 2026…and saved it. I will extend the end date each month.

The issue that I have is not that the report won't run…it will. But it 1st runs the previous setting - i.e. 1/1/2025 - 12/31/2025 - and then runs 1/1/2026 - 1/31/2026. I get my report but, given that I include unrealized gains, it takes a while.

Has anyone else experienced this?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Snakebit12,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. How is the report running twice? For example, is it defaulting to the wrong year, then you have to wait for it to run so you can change to the correct year?

    I look forward to your reply!

    Quicken Kristina

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  • Snakebit12
    Snakebit12 Quicken Windows Subscription Member ✭✭

    Hi Kristina.

    I change the report end date each month.

    So, for example, back in May 2025, I ran the report with custom dates of 1/1/25 - 5/31/25. When June rolled around, I ran the report (1/1/25-5/31/25) and, once I had a result, I changed the custom dates to 1/1/25-6/30/25…and saved the report.

    Every time I ran the report afterwards, it would generate a 1/1/25-5/31/25 result and then immediately re-run and give me a 1/1/25-6/30/25 result.

    I get the proper answer but the path is a bit odd.

    It kept doing this all the way through 2025….1/1/25-5/31/25 first and then 1/1/25-whatever I needed.

    I completely reconstructed the report for 2026 from scratch and I hope that fixes it. I guess I won't know until I change the end date to 2/28/26 (from it's current 1/31/26).

    Make sense?

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