Trouble getting accurate reports

ampisto

I have been using Quicken for 20+ years.  I was recently forced to get the new version, 2019 Deluxe, and I print out a Category Summary once a month.  I found out out last month that it had dropped 12 items from the report and this month I double checked it and found that it had dropped 20 items from the report.  Has anyone else had this kind of problem and how did you resolve it?
Ann

jacobs

This is probably easy to solve: don't use Category Summary and instead generate your report via New Report on the Reports menu. Category Summary is one of the old reports from the predecessor product, Quicken Essentials, and somewhere in the past few updates, something must be slightly broken because some users have reported missing data.

Go to New Report, which is the current entry point to the new reporting engine they've been working on over the past 18 months. You can do a summary report or a detail transaction report from there, and customize it for the dates, categories, accounts, etc. that you may want. New Reports can also be customized to show or hide whatever columns you want, resize and rearrange columns, and shrink to fit better n printed pages. 

jacobs

This is probably easy to solve: don't use Category Summary and instead generate your report via New Report on the Reports menu. Category Summary is one of the old reports from the predecessor product, Quicken Essentials, and somewhere in the past few updates, something must be slightly broken because some users have reported missing data.

Go to New Report, which is the current entry point to the new reporting engine they've been working on over the past 18 months. You can do a summary report or a detail transaction report from there, and customize it for the dates, categories, accounts, etc. that you may want. New Reports can also be customized to show or hide whatever columns you want, resize and rearrange columns, and shrink to fit better n printed pages. 

ampisto

Thanks for your help...it worked perfectly.  You are a genius.

J_Mike

@ampisto

One "trap" to watch out for in the "New Reports".

The default setting for these reports is to exclude hidden payees. Be sure to check the Payee tab in the customize dialog. You will need to check the box to include any hidden payees - if desired.

This can come into play if you are looking back in time and have hidden old inactive payees in the Payee List.