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I use the Cash Flow by "groups" report for monthly financial reports - it's now missing.

kaemac

After the last upgrade there is no longer the option to customize by groups. There were always 3 choices under customization and now the group choice has been removed. I use that every month. Help.

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Accepted answers

markus1957

The OP is correct. The option is no longer available as described in the Help File. The Organization list no longer displays Category Group. Since it remains in the Help file and no mention of its removal appeared in the Release Notes, it's likely a bug.

Image: https://us.v-cdn.net/6031128/uploads/editor/38/uk2q038lxfsr.png

Ps56k2

I am still running Quicken 2019 - R18.16 -
DID NOT update to the recent R19.44

All comments

Ps56k2

I updated your topic title to reflect the true Q&A - (removed the board comments)

Exactly which Menu for which Report are you using - and is it the "gear" customization, or part of the reporting menu selections .

And which version are you running - Help --> About Quicken

kaemac

I just use the reports/graphs menu.. Then select Cash Flow and enter the time period. You can select the time period and there is a place to select customize, then organization. There were 3 options. One was by group and that choice is gone. I have the latest version. The change may have been in the one before this last one. Using Windows version.

Ps56k2

Well - I will repeat my request from above - since we are not looking over your shoulder, don't know which version of Quicken you are using, or exactly which menus you are clicking to arrive at your report.... different versions offer slightly different features...

Which version are you running --> Help --> About Quicken

Exactly which Menu for which Report are you using - and is it the "gear" customization, or part of the reporting menu selections .

markus1957

kaemac

I am running the newest version of Windows Starter Edition and have no idea what the gear is. I am just using the regular reports menu as I explained before. I gave you the menus I am clicking and dont know any other way to describe it.

kaemac

So if this is a bug in the update will it be corrected?

Ps56k2

Well - the STARTER edition must have some simplified menu items or text.

Here is the menu path from my Quicken 2019 Deluxe R18.16 - NOT the R19.44.

Thanks to @markus1957 for the info and the "menu path" to see what you are talking about. Your "Customize" is usually represented by a "gear" as in "settings" for a lot of current software. I just followed the menus for an example ...
--> Reports --> Banking --> Banking Summary --> the "gear" -->

Image: https://us.v-cdn.net/6031128/uploads/editor/gk/urr8uyclxjqn.jpg

Image: https://us.v-cdn.net/6031128/uploads/editor/hs/827dm6lv25ql.jpg

Image: https://us.v-cdn.net/6031128/uploads/editor/1u/aqsru86prtlw.jpg

Image: https://us.v-cdn.net/6031128/uploads/editor/as/9zyroe8d29dv.jpg

markus1957

In Premier, I am not seeing the option to select Category Groups. I am running the Beta though.

Ps56k2

I am still running Quicken 2019 - R18.16 -
DID NOT update to the recent R19.44

kaemac

That is it. After the update I dont have the category groups tab or any way to print my report. I guess I can go in and manually add every fund that goes into General Expense but I hope they will fix the bug. Guess I should not have updated. Thanks for looking into this for me.

kaemac

I have Quicken release R 19.44