Don't reset the Date Range selection in Reports when navigating away (edited)

ps56k

Working to get things entered, placed in Category, looking at Spending Report -
going back and finding transactions that need a new category, etc….

Wish the Report menu/screen would retain the last setting for the "date range" -
so you don't have to keep resetting it each time - from "This Month"

Coach Natalie

@ps56k, thanks for sharing your feedback regarding this behavior with the Community!

Yes, Quicken Simplifi's Reports reset themselves to default when navigating away. We have a couple of existing Idea posts requesting abilities that would help with this behavior that I'd definitely suggest checking out:

https://community.simplifimoney.com/discussion/975/saved-filters-in-reports-and-registers-edited-2-merged-vote

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

I also think we could turn this post into a separate Idea post requesting that Reports don't reset themselves to default when navigating away, or even that the Date Range selection specifically doesn't reset when navigating away. Surprisingly, I'm not finding an existing request for this. What do you think? 😀

-Coach Natalie

RobWilk

It wasn't my request, but I would be happy with this if it just didn't reset the date range during the current session (i.e. when the web page was opened and worked with in the short term, or when the app was open until closed). If I came back 'tomorrow' i might prefer if it reset.

Coach Natalie

@RobWilk, please be sure to add your vote! 😊

-Coach Natalie

RobWilk

Thank you for the reminder, I voted for it now.