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Why does summary annual report of income and expense have errors?

Unknown Member
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!

Comments

  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited January 2019
    Harvey, I'm not sure I fully understand what you're seeing. To start, could you clarify exactly which report you are using in Quicken?

    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.)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Unknown Member
    edited January 2019
    Thanks Jacob.  I had produced the report a different way, but your solution provides more detail.  My issues are still there.  I had created some categories including "Insurance Auto" under Auto, and "Periphery Exp Furnishings" under Periphery Exp for my rental property.  All other Insurance items and all other Periphery Exp items show under Expenses.  These, however, appear under Income, with negative numbers (There was one insurance premium refund, but the net is negative).  In addition, I purchased a car and then set it up as an asset valued at the purchase price.  Your detail report led me to find that when I set the car up as an asset, Quicken offset the asset value against the purchase expense.  I can go through the report to see if I can find other similar anomalies, but I don't think that should have happened.  The report seems to be something I can work with for budgeting and tax reporting purposes, but it could be better
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