Keeping reports up to date just got a whole lot easier!
We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users.
One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay current—especially reports that always include today. With Dynamic Date Ranges, you can do exactly that.
You can now choose from several dynamic date options when creating or editing a report:
- Since X Date – Set a fixed start date that automatically extends through today.
- Example: Since March 1, 2026
- Last X Full Days, Weeks, Months, Quarters, or Years – View a rolling window of completed time periods.
- Recent X Days, Weeks, Months, Quarters, or Years – View data from the beginning of a time period through today.
- Example: Beginning of last month through today
These new options make it easy to save reports that always reflect the most current information—no need to manually update the date range each time you open them.
We hope you enjoy this enhancement, and as always, we'd love to hear what you think! Let us know how you plan to use Dynamic Date Ranges in your reports.