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Saving Reports with end date = Today

narystep

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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Quicken Classic

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SRC54

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

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