Saving Reports with end date = Today

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narystep
narystep Member
edited July 1 in Feedback

I would like to suggest that there be an option in the custom date range of reports to enter today so that when I open the report, it updates the information to today rather than the last date I open the report. For example, I have a new worth report I have saved that gives me the yearly balance from 2019 to the current date. Each time I open the report, I have to update the end date to today to see the trend.

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Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    I don't think there is any way to save a report in Simplifi. You must be using Quicken Classic. If so, here is the correct community for you: https://community.quicken.com

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009