Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Reports (Windows)
trying to run a cost report. Report includes my SS but not my wife's. What am I doing wrong?
Kenneth Cooper
cost report not including SS income
Find more posts tagged with
Accepted answers
Tom Young
It sounds like you're trying to run some sort of "Spending" report, (Reports > Spending) though it's not clear which one. "Cost report" sounds like you might select "Spending by Category" or "Spending by Payee", but since you state that you're seeing income in the report I'd think something like "Income and Expense by Category" might be more likely.
The typical reason some amount gets overlooked in any Report is that something is not being included in the report, such as the the Account, the Category, the Payee or the Tag. So, for example, if it happens that your wife's SS is deposited in a different Account than the Account your SS is deposited to and her Account isn't included in the report, you won't see that income. Likewise, if the Category you use for your SS income is different than the Category for your wife's SS income, but that Category isn't included in the report, then you won't see that income.
Click the "Customize" icon, (gear wheel), in the upper right corner of the report and check to see if you need to add a "missing" Account, Category, Payee or Tag to the report.
Jim_Harman
Also make sure your spouse's Social Security (is it income or SS tax?) is not excluded because it is assigned to a hidden category. In the report customization, on the Categories tab, select Show (hidden categories)
All comments
Tom Young
It sounds like you're trying to run some sort of "Spending" report, (Reports > Spending) though it's not clear which one. "Cost report" sounds like you might select "Spending by Category" or "Spending by Payee", but since you state that you're seeing income in the report I'd think something like "Income and Expense by Category" might be more likely.
The typical reason some amount gets overlooked in any Report is that something is not being included in the report, such as the the Account, the Category, the Payee or the Tag. So, for example, if it happens that your wife's SS is deposited in a different Account than the Account your SS is deposited to and her Account isn't included in the report, you won't see that income. Likewise, if the Category you use for your SS income is different than the Category for your wife's SS income, but that Category isn't included in the report, then you won't see that income.
Click the "Customize" icon, (gear wheel), in the upper right corner of the report and check to see if you need to add a "missing" Account, Category, Payee or Tag to the report.
Jim_Harman
Also make sure your spouse's Social Security (is it income or SS tax?) is not excluded because it is assigned to a hidden category. In the report customization, on the Categories tab, select Show (hidden categories)
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of