Why does summary annual report of income and expense have errors?
On Deluxe 2019 Version 5.9.2. Quicken for Mac. I printed annual summary report of income and expense by category. There are manual transactions that are not included even with identical payees and categories, and expense categories posted as negatives under income. Suggestions? Thanks!
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Comments
If, by chance you are using "Category Summary", let me suggest trying something different to see if it includes the data you expect.
- Under the Reports menu, select New Report
- Select Transaction Report
- Select Subtotal by Category
- Click Create Report
- Ignore the report that shows up and click Customize
- Set Date Range to Last Year (assuming that's what you wanted)
- Click OK
Does this version of the transaction report show the data you expect? (If so, I can explain why, but if I'm off in the wrong direction, I don't want to bore you with extraneous details.)