"Spending" tab vs. Reports > Spending > Spending by Category
I'll admit that I've paid very little attention to the various "tabs" Quicken has added over the years and the information contained therein. I have Quicken open to a customized view on the Home tab, I look at my portfolio under the Investing tab, but mainly rely on various saved Reports and my inspection of Registers and Transaction lists to see what's going on with my finances.
got me to looking at the report and graph that comes up when you click on the Spending tab and comparing the information shown there to a Spending by Category report, customized, (I thought), in the same fashion that I'd customized the Spending tab information - All accounts, Last 12 months.
The first thing I saw was that the numbers on the two reports didn't agree. I figured out that "all accounts" means something different on the Spending tab then it does in the Spending report. (Quicken help certainly doesn't point this out. In Quicken-speak "spending" only comes from Spending & Savings and Investment & Retirement Accounts(?))
After quite a bit of thrashing around I was able to reconcile, (but not agree), the dollars on the Spending tab to the dollars on the Spending by Category report. The Spending tab understated the actual spending per the Spending by Category report by exactly the amount of expenses that had been entered using the "MiscExp" action in various Investment Accounts. In 3 Accounts the MiscExp pertained to foreign taxes picked up on the 1099-DIV and on another Account, an IRA, the MiscExp pertained to an administrative fee. The entries affected cash, so the omissions seems odd.