I am running Quicken Classic for Windows R68.31, which is I believe the latest version as of this posting.

When I use the Spending By Category report, there is one category hierarchy that is rendered improperly when the report id displayed in the Quicken UI. (When I export to XLSX, it is properly categorized and rendered, and the exported report seems correct.). In addition, if I look at the same data in the Income and Expense by Category Report, it is rendered properly. The mis-rendering seems to happen ONLY in the Spending By Category Report.

And it does not happen for every category. In my case, only a single category is showing this problem.

Here is a sample category tree I am proposing to describe the problem:

CatA
—SubA1
——SubA1a
——SubA1b
—SubA2
——SubA2a
——SubA2b
CatB
—SubB1
——SubB1a
——SubB1b
—SubB2
——SubB2a
——SubB2b
CatC
—SubC1
——SubC1a
——SubC1b
—SubC2
——SubC2a
——SubC2b

In the Quicken UI showing the report, this renders incorrectly as:

CatA
—SubA1
——SubA1a
——SubA1b
—SubA2
——SubA2a
——SubA2b
CatB
—SubB1
——SubB1a
——SubB1b
SubB2
—SubB2a
—SubB2b
CatC
—SubC1
——SubC1a
——SubC1b
—SubC2
——SubC2a
——SubC2b

Might be hard to tell from my attempt to put it in this place, but SubB2 is displayed in the same horizontal column as the main top-level categories, making it appear to be a top-level category rather than a sub category. When you collapse all the top level categories, SubB2 remains shown, even though it SHOULD be collapsed under CatB.

Please note that this is just a schematic representation of the issue, my actual category tree is much more complex, with 23 top level categories and many many layers keep of subcategory, and no matter what it is always the same one of my top level categories that gets improperly rendered.

But I am assuming there is not data corruption in the category list itself, as these categories are properly exported and are rendered properly in Quicken on different reports, like the Income And Expense By Category report.

Would love any insights!

How do you limit the display to subtotals only ? I wanted to see the Dividends subtotals for select securities only without all the detail in between.

I created a report: Reports >Investing> Investment Transactions. I customized it to select certain securities.

I also tried In Reports>Investing>Investment Income> (click)DivInc; Subtotal by Security

It creates several pages of security detail with the subtotal at the bottom of each group.

Is there an option in Quicken reports to just display just those Subtotals?

I know I can do it by exporting the report to Excel.

I can find only one source on the web that states that in the gear options there is a display on or off check for this option.

"Scroll to the Display section.

Click Show Split Items to toggle it on or off.

A checkmark indicates the setting is on."

I can't find anything like this. Is there such an option?

I've just finished a Reconcile to the statement for last month and everything's correct. There are no Placeholders, no odd transactions, no Unidentified Securities and I've gone through all but the final File Validations (no problems found).

Is the function still there somewhere …in settings or in the reports window itself? This function is critical - particularly when preparing reports for my accountant/tax time.

help!

[Edited - Readability]

I noticed that in the recent updates that all my saved reports are now missing.

In addition, I am not able to save a report nor am I able to create a new folder. Has anyone else experienced this issue in the last month or so?

• Can this export behavior be reviewed for improved usability and consistency?

Reproduction Steps

This occurs in any report that groups data by date ranges. A minimal reproducible example:

1. Open Reports → Spending → Spending by Category, set Date Range: Year to Date, set Columns: Month, then click Show Report
2. Export using: Clipboard, CSV, Excel (XLSX), Text, or PDF→CSV
3. Inspect the date‑range row(s) in Excel or a text editor

Observed Behavior

• Clipboard: start/end concatenated; hyphen + space (ASCII 32)
• XLSX: start/end concatenated; hyphen + line feed (ASCII 10)
• CSV: start and end dates in separate cells; end date is numeric, start date has trailing hyphen (non‑numeric)
• PDF→CSV: same as CSV

Across all export paths except CSV, the dates are concatenated. Across all paths, the start date is non‑numeric.

Impact

The exported date‑range values cannot be used directly for Excel analysis. Users must manually remove padding characters or split concatenated date ranges before performing basic operations such as sorting, grouping, pivoting, or date arithmetic. This affects all export methods and any report that produces date‑range rows.

What am I doing wrong?

Someone please tell me the correct way to open an existing custom report, modify it, and then save it with a new title? Because I thought I knew, but I just accidentally overwrote a report that I'd put a lot of time into creating.

And - while I'm here - am I the only one highly frustrated with the process of selecting the accounts and categories you want included in a report?? And the fact that the help screen doesn't seem to include help on all the options on the Advanced tab, under Transfers?

According to the documentation and coding, there should be an option to show sub-rows within a Summary report. The UI map for Quicken R68.31 states in the Customize Banking summary window, the specific control ID for the nested grouping is radShowSubrows, which would enable:

• Don't show subrows
• Show subrows by Category
• Show subrows by Tag

My view does not show this option. I'm running R68.31, Classic Premier. I've refreshed my subscription.

One new security, when I have hundreds, and a saved report that indicates use 'all' securities, should not prompt me to review new securities.

This should also apply to account, categories, and tags.

Table below shows that beginning on 2019 there is a difference. It varies somewhat through 2022, and since 2023 the difference has remain the same at $3,988.

Seeking any ideas on what type of transactions could be the cause of this difference, and how to resolve. I've seen various posts but none I've found seem to match my scenario. I've run file validation and all checks out fine (a few notes about possible missing splits in other brokerage accounts). I've not attempted any file repair. I've never "closed out" or removed any accounts that are now $0… I just hide or exclude them from reports. Even if I include all accounts, same results for the problem checking account.

Thank in advance for ideas.

I seem to recall some discussion about an option for report formats that might be in BETA mode or something? I can't find a option that I seem to indicate controlled what format a report was in; something about new vs. classic reports?

Any ideas?

Request:
Allow full export of the underlying dataset — regardless of how much of it can be displayed — so users can analyze their own data in Excel or other tools.

Why this matters:

• The full data already exists internally (graphs prove this).
• No UI or report‑engine changes are required.
• Very high ROI: major user benefit, minimal development cost.
• Enables advanced analysis outside Quicken without burdening Quicken’s interface.

This simply unlocks the complete data Quicken already gathers, giving users full access to their own information.

I have seen other people have had this problem when reporting for a currency that is not the home currency. The option is blank for the currency and when you select the currency it does not change the amounts in the report.

For example I have an AUD$ account the only way i can get a report for that account is to select EURO. To get a GBP£ report for a GBP account it is impossible , it will only get my home currency.

I have validated my quicken and it is up to date.. I have seen a suggestion to toggle off Early Access, unfortunately on my Quicken that toggle doesnt exist.

At present my work around is to go to the main account and do a transaction sorted report and then manually add up the figures in the home currency, very time consuming. So if anyone can help me please do!

However, I cannot find any way to show the paycheck budget in the "Current Budget" report. I am trying to export the budget so I can do further manipulation and reporting in Excel. But the only option I seem to have is to export the underlying gross categories, but I didn't budget them; I only budgeted the "Paycheck".

Is this possible?

[Edited - Readability]

any suggestions would be appreciated.

Expected Behavior – If the report’s timescale resolves to a single date, the exported column header should contain only the date (e.g., 08/06/2026).

Actual Behavior – Most export pathways produce a single cell containing: 08/06/2026<LF>Balance This occurs in: Copy to Clipboard, Export to Excel (.xlsx), Export to Text (.txt), and Export to PDF (.pdf).

Correct Behavior Already Exists – Under Export to PDF → Export to CSV, Quicken exports the date and the word “Balance” as two separate rows/cells, with no hidden characters and no concatenation. This structure is clean, consistent, and machine‑readable.

Request – Please make all single‑date exports follow the same clean structure already implemented in Export to PDF → Export to CSV: Row 1: numeric date, Row 2: “Balance” with No hidden characters and No concatenation. This would provide consistent, predictable formatting across all export methods.

Additional Note – The preferred CSV export pathway is currently located under Export to PDF → Export to CSV, which makes the consistent behavior harder to discover. Aligning all export methods with this existing CSV structure would eliminate the inconsistency without requiring any UI changes.

Reproduction Steps

1. Open any Balance‑type report (e.g., Net Worth & Balances → Account Balances, or Net Worth).
2. Set Date Range = Year to Date or Custom → choose any single date.
3. Set Interval to anything except None (all intervals reproduce the behavior).
4. Export using any of the four top‑level export methods.
5. Compare with Export to PDF → Export to CSV, which exports in the preferred structure.

Impact – The current formatting causes the exported date field to be treated as text, not a numeric date, affecting sorting, pivot table grouping, date arithmetic, PowerQuery ingestion, and automation workflows. Aligning all export methods with the existing CSV structure would eliminate these issues and provide a consistent, modern export experience.

If a Report a Problem submission or a sample file is required, I’m happy to provide it. This formatting behavior is easy to reproduce and affects all single‑date Balance report exports.

I have two accounts that are not showing the right totals on multiple reports, including the default Net Worth report.
Both accounts are brokerage accounts and are downloading data from the brokerage. The accounts in the register match the brokerage house. It is only the report that is incorrect.
The report shows one account higher by 23%. The other account is lower by 16%.
I have tried the validate and repair functions and rebuilding investing lots. No help.
Ideas? Thanks.

I have added my Tax Return category and sub-categories under the Personal Income section of the Category List (image-1). When I assign the Tax Line Item of Schedule A:State income taxes to the "State Payment" sub-category and run a report, the transaction shows up under the Expense section of Reports (image-2). I realize that it is an expense. But I prefer a unified view where it remains under the Income section of the report with a negative value (image-3), such that it is consistent with its category.

The only way I can accomplish my preferred view is by removing the assigned TLI, which unfortunately removes it from the tax planner as well (I am still considering this since I can manually enter it into the Tax planner). Long shot but I am curious if there is a hack to keep it under the Income section of reports without removing the TLI. Thank you.