Delete an aberrant reportWhen trying to customize a report (by adding a Time parameter to the report) Quicken crashed. After re-opening Quicken and clicking on that report, Quicken again crashed. Is there a way to delete the report without first clicking on it? I'm using the recently released version 5.14.0.
Transactions appearing in reports with zero $ amountYesterday I updated to Quicken for Mac, Version 5.14.0 (Build 514.31804.100).
Then I downloaded some transactions from my credit card company. The transactions showed up OK in the account register. But when I went to look at a report that included those transactions, the amounts were zero. When I clicked on the transaction in the report, it correctly opened a window with the credit card register and took me to that transaction.
The transaction amount was correct. It was only in the report that it incorrectly showed a zero amount.
It seems to be just those recently downloaded transactions (but not all of them) and they are only incorrect in the report. I created a new report and it too showed those transactions with zero amount.
If I edit the offending transaction and change the amount to another value, then change it back to the downloaded amount, the transaction amount is then OK in the report.
Is anyone else seeing this?
Using Quicken Deluxe 2020 for Mac
Version 5.14.0 (Build 514.31804.100
John Maloney said:
In this latest release, when I enter a new transaction manually, the memo and amount fields are not being filled in with the same values as the last time I entered the same transaction. Is this supposed to happen now? It is really inconvenient to have to input the memo and values for every monthly transaction I do now. I don't download my transactions, I do them all manually. Everything worked fine in this regard prior to this release.
I have not yet converted to the new version. Is it best for me to wait until these various bugs are worked out before going to the newer version? Thank you.
4. And then came this week's update rollout and I just about died when I saw that, no longer just future scheduled transaction, but ALL past transactions had changed the payee to my last payee. That is just not acceptable, as I can never get an accurate payee report this way.
I was attempting to move my quick mac Version 5.13.3 window,
when it jumped to 9/10ths of my laptop screen?
when attempting to pull it back from right, I only get a 1 way
arrow to make it larger?
how do I return quicken to the size window that has been
native for last 3 years?[edit: see discussion thread https://community.quicken.com/discussion/7864184/window-resized-to-9-10ths-of-my-screen/p1 ]
I try to install, it goes through all the motions and seems like it's installing the new version, and then when Quicken restarts, it's 5.13 again with the "A new version" window open. Groundhog day...
Quicken Marcus, I am having same problem as jsurpless:
I was trying to look at the new time interval under Transaction Reports and now I am unable to select a specific report, as it crashes Quicken every time I access it. How can I delete that report if I can't select it?
You should see numerous crashes for me on 01/18/20. Please investigate and correct.
I am having the same issue.
I updated to 5.14. I was able to download from my accounts but the transactions that have downloaded since the update, do not show up in the reports. Or they show up with $0.00 amount.
Just updated my Software with your recent release. All the transactions that have been downloaded after this update now do not show up in any of my existing saved reports. None of them!!! i have to duplicate a previous transaction prior to the recent software update and modify the amount to the current transaction in order for it to show up on reports. Whats going on????!!
I would like to clarify my previous post regarding the downloads and missing on existing reports . I am certain it is due to the recent changes made to categories and tags as quick fills
George Fisher said:
1) Simple transactions, like -250 for my dentist, don't show up on my 'this month' income/expense report.
2) The prior-year number on the same report is wildly different from what it was yesterday.
3) the process of recognizing paired transactions (credit card payment vs checking account) doesn't work: the pair is not recognized like it used to be, the matching transfer categories are not auto entered as they used to be, a new transaction is created with a 0 amount.
Bob G said:
I have a different (and very serious) problem on Mac; just updated to latest build 514.31804.100. I use "Export" on reports via clipboard to paste info into Excel and then can manage reporting as I want. Except .... this release has COMPLETELY upended the stored reports I have created, from which I export. I have not got to the bottom of it all, but fundamentally, my reports would list transaction by category. Now, it lists a few, but lumps most under a general TRANSFER heading (yes, many of mine involve use of TRANSFER, but that has never been an issue up til now), completely messing up my ability to pull my info by category.
This next bit may be a complete coincidence (and does not excuse whatever has just happened on Mac), but I just switched from 1/1/2020 to using Q. for Windows (for lots of reasons, but whatever ...). My biggest disappointment with that was the lack of functionality of the TRANSFER feature in Mac. It simply does not exist in Windows, and if you want a transaction on (say) your credit card to also show in another (TRANSFER) account, like an Account Receivable, you have to copy the transaction and paste it into your AR account, or create it in the AR from scratch. As I said, maybe a coincidence .. or the conspiracy theorist in me is wondering if the back-room boys (and girls) have been messing about in the Mac version and in some way cause the same lack of functionality.
@Bob G I'm a little confused: your first paragraph is about the latest release of Quicken Mac, but your second paragraph says you've switched to Quicken Windows. I'm just guessing that you need Quicken Mac for your 2019 reports, and then you're on to Quicken Windows for 2020?Since this thread is specifically for Quicken Mac, I'd suggest you create a new post in a Windows category regarding your questions about Quicken Windows. You certainly can do transfers in Quicken Windows, but I'm a Mac users and can't address the fine points of transfers in the Windows products here.Regarding Quicken Mac and transfers in reports: yes, the developers have been making changes, as explained in the release notes for version 5.13 in the fall and the just-released version 5.14. They have actually made the reports much more powerful, because users can now control which transfers they want to see in reports or not -- a capability which didn't exist previously. However, this means that some users who had developed work-arounds for the previous limitations may need to update or re-create some reports.Generally speaking, transfers are a flow of funds between two accounts, which is neither income nor expense. For instance, when you make charges on a credit card, each transaction gets recorded in a credit card account, and each transaction has one or more categories for the expense(s). When you pay your credit card bill, you transfer money from your bank account to your credit account; that payment decreases your bank balance and decreases your credit card account balance, but is not an expense (since the expenses were registered when you previously entered the individual transactions in the credit card account).Some users took advantage of a "feature" (I think of it more as a loophole) in Quicken Mac which in some cases allowed a transfer to also have an expense category. This isn't correct accounting-wise, but it worked around the previous limitation of not being able to include transfers in expense reports. For instance, if you paid a monthly loan, with a split between interest expense and payment of principal, the payment of principal -- a transfer to reduce your loan balance -- was typically invisible on reports that showed expenses. From an accounting standpoint, paying down the loan balance isn't an expense -- it's a transfer from an asset (checking) to a liability (loan) account. But some Quicken users wanted to see that loan payment as an expense, because the outflow of money feels like a monthly expense.With the changes implemented in version 5.13 and 5.14, when you use any of the Create Report options, the Advanced tab allows you to control whether or which transfers you see on the report. Used in combination with selecting which Accounts are used in the report, users should be able to get what they want (which may be different for different users) in a report.If you're using the old Category Summary report, I'd strongly recommend not using that at all anymore. It's an old report which is a carryover from the predecessor 2010-era Quicken Essentials product, it hasn't been updated with all the features of the new reports engine, and it is known to have bugs which sometimes cause incomplete data in the reports. I'm hoping the developers will remove Category summary from the Reports menu in the near future, since it causes more problems and confusion than it helps nowadays. Instead, explore the options you have with the three types of Create Report options on the Report menu.