The summary number in my report does not match the transactions showing

Trish Perkins

I have a categories Summary report where the summary for that category does not match the entries shown. There are also transfers to Raphael's account, but the transfers do not add up to the number in the summary line here either. How does this summary number get calculated. What am I missing here? 

jacobs

steven.g.larson said:

Age old problem.  Quicken hasn't fixed this in 10 years.

That would be a good trick, considering that Quicken Mac is only 5 years old. (Quicken Essentials and Quicken 2007 were two pretty significantly different programs.)

@Trish Perkins Are you using the Category Summary report on the menu? If so, stop! That report has several bugs in it, and there's a newer report to replace it which isn't intuitive to find. Click on New Report in the Reports menu; this is the current entry point for the entire new reports engine they've been building for the past two years, but it's hiding behind this one menu entry that users don't understand produces new and different reports.

Now click on Transaction, select Rows = Category, click Create Report, then click Customize, set your date range and any other filters (accounts, categories, tags and payees) and click OK. You'll get a report similar to the old Category Summary report, but I'll bet it now shows all the transactions and totals correctly. In this New Report, you can add or hide columns, rearrange column order, adjust column width, and on the print dialog box, scale to fit one page -- all enhancements over the old Category Summary report.

 wish they would convert all the old Category Summary reports to the new reports engine and remove the old Category Summary report from the program, because it's causing so many users confusion and problems. They will -- eventually. I just wish they would do it now.

steven.g.larson

Age old problem.  Quicken hasn't fixed this in 10 years.

jacobs

steven.g.larson said:

Age old problem.  Quicken hasn't fixed this in 10 years.

That would be a good trick, considering that Quicken Mac is only 5 years old. (Quicken Essentials and Quicken 2007 were two pretty significantly different programs.)

@Trish Perkins Are you using the Category Summary report on the menu? If so, stop! That report has several bugs in it, and there's a newer report to replace it which isn't intuitive to find. Click on New Report in the Reports menu; this is the current entry point for the entire new reports engine they've been building for the past two years, but it's hiding behind this one menu entry that users don't understand produces new and different reports.

Now click on Transaction, select Rows = Category, click Create Report, then click Customize, set your date range and any other filters (accounts, categories, tags and payees) and click OK. You'll get a report similar to the old Category Summary report, but I'll bet it now shows all the transactions and totals correctly. In this New Report, you can add or hide columns, rearrange column order, adjust column width, and on the print dialog box, scale to fit one page -- all enhancements over the old Category Summary report.

 wish they would convert all the old Category Summary reports to the new reports engine and remove the old Category Summary report from the program, because it's causing so many users confusion and problems. They will -- eventually. I just wish they would do it now.