Why do transactions from both of my accounts show up in transaction reports for one account?

norbertmayer

I have two separate bank accounts. I create a categorized transactions report for each account. When I view or print a report, transactions from the account I am not currently working with, show up in the transaction report for my current account. What need I do to correct this error?

Sherlock

norbertmayer said:

I have two separate bank accounts. I create a categorized transactions report for each account. When I view or print a report, transactions from the account I am not currently working with, show up in the transaction report for my current account. What need I do to correct this error?

Unless these transactions are transfers, you may want to verify the report is setup to only include one account (open the report, press Alt + C, select the Accounts tab).  Otherwise, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

Sherlock

norbertmayer said:

I have two separate bank accounts. I create a categorized transactions report for each account. When I view or print a report, transactions from the account I am not currently working with, show up in the transaction report for my current account. What need I do to correct this error?

Unless these transactions are transfers, you may want to verify the report is setup to only include one account (open the report, press Alt + C, select the Accounts tab).  Otherwise, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

GeoffG

Can you provide a snapshot of the report that shows this with any sensitive data removed?

norbertmayer

I am not sure how I would provide a snapshot?

GeoffG

If you are using Windows 10, it's provided. Windows Menu>Windows Accessories>Snipping Tool. Once you have the snapshot, select the highlighted icon to upload.

norbertmayer

Wow!  I find that all of the accounts are listed as part of the report.  It appears that is going to fix my problem.  Thank you for your help.