Why Am I Not Seeing Social Security Income on Income/Expense Report?

Bill Thomas

This issue has not been a problem before, (I have run monthly reports for several years) and I have not changed the way I track social security income. However, when I tried to run an Income/Expense Report by Category for the month of February 2019 (using Quicken Premiere 2018 edition), social security income does NOT appear, thus rendering the entire report completely inaccurate. What do you suggest I do to remedy this issue?

Sherlock

If you haven’t already, I suggest you verify the transaction is dated and categorized appropriately in the account register and is not being filtered in the report (open the report, press Alt + C, and review the tabs).  If the issue persists, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

Sherlock

If you haven’t already, I suggest you verify the transaction is dated and categorized appropriately in the account register and is not being filtered in the report (open the report, press Alt + C, and review the tabs).  If the issue persists, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

Bill Thomas

Sherlock,

Thank you! I discovered that the category for social security had been corrupted and appeared incorrectly under an expense category. I ran the full Advanced Data File Troubleshooting process and was able to correct the problem. Not a simple task, but it worked.