Trouble getting accurate reports

ampisto Member ✭✭
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?

Best Answer


  • ampisto
    ampisto Member ✭✭
    Thanks for your worked perfectly.  You are a genius.
  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭

    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.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

This discussion has been closed.