Cash Flow By Tag Report Not Working

Unknown

Once I customize the report, the columns by tags disappear and I can not make them come back.

Sherlock

 For what its worth, I have not been able to reproduce your issue in Quicken 2016 Premier R18.4.

Jim_Harman

Here are some observations about customizing this report in QWin 2019 R15.18:

-- On the Display tab, if you change the Column to something other than Tag, then of course it shows that instead of the tags

-- If your report selections narrow the data down to items that don't use any of the tags, the columns collapse to "Untagged transactions" and "OVERALL TOTAL"

Do either of these explain what you are seeing?

If your report results look confusing, try going to Reports > Banking > Cash Flow by Tag  to open the standard version of the report rather than a customized version you have previously saved

If you are still having problems, some more details would help:

-- What version of Quicken are you running? (go to Help > About Quicken)

-- What are you trying to customize in the report?

-- What happens when you make these changes?

Rich_M

You need to be very specific about which customizations you make for us to understand why this is happening.

Rich_M

Jim Harman said:

Here are some observations about customizing this report in QWin 2019 R15.18:

-- On the Display tab, if you change the Column to something other than Tag, then of course it shows that instead of the tags

-- If your report selections narrow the data down to items that don't use any of the tags, the columns collapse to "Untagged transactions" and "OVERALL TOTAL"

Do either of these explain what you are seeing?

If your report results look confusing, try going to Reports > Banking > Cash Flow by Tag  to open the standard version of the report rather than a customized version you have previously saved

If you are still having problems, some more details would help:

-- What version of Quicken are you running? (go to Help > About Quicken)

-- What are you trying to customize in the report?

-- What happens when you make these changes?

Yes, what are the specific customizations you are making.

Unknown

Jim Harman said:

Here are some observations about customizing this report in QWin 2019 R15.18:

-- On the Display tab, if you change the Column to something other than Tag, then of course it shows that instead of the tags

-- If your report selections narrow the data down to items that don't use any of the tags, the columns collapse to "Untagged transactions" and "OVERALL TOTAL"

Do either of these explain what you are seeing?

If your report results look confusing, try going to Reports > Banking > Cash Flow by Tag  to open the standard version of the report rather than a customized version you have previously saved

If you are still having problems, some more details would help:

-- What version of Quicken are you running? (go to Help > About Quicken)

-- What are you trying to customize in the report?

-- What happens when you make these changes?

I really appreciate the assistance Jim Harman. Below are my responses to your comments.


-- On the Display tab, if you change the Column to something other than Tag, then of course it shows that instead of the tags

MH: When I open the Customize dialog box, it's set to "Don't subtotal". There is no option for Tag. 


-- If your report selections narrow the data down to items that don't use any of the tags, the columns collapse to "Untagged transactions" and "OVERALL TOTAL"  

Every transaction is tagged, so this comment does not apply


If your report results look confusing, try goin g to Reports > Banking > Cash Flow by Tag  to open the standard version of the report rather than a customized version you have previously saved  

I did that. When it first opens, it views the columns by tag appropriately. As soon as I customize anything, it collapses. Even if I click on Customize and just click "OK", it collapses.


 What version of Quicken are you running? (go to Help > About Quicken) 
2019 R15.18

-- What are you trying to customize in the report?
I am only trying to change the date range. As a reminder from above, every transaction in the new date range is tagged, so this shouldn't be happening.

-- What happens when you make these changes?  

It collapses the report to one column.

Jim_Harman

When it is set to "Don't subtotal" there is only one column. Click the down-arrow next to "Column" and choose "Tag" and you should see a column for each tag.

I don't know why in your report is defaulting to "Don't subtotal" for Column on the Customize dialog. For me it follows whatever I have set at the top of the report, before clicking on the gear. Perhaps you could show some screenshots

Are you sure you are starting with the standard report, accessed as I describe above, and not one that was previously saved?

Unknown

Turns out - it's because I have Starter Edition - which doesn't support reporting of tags!