Transactions and categories missing from year-end report.

Upon examining my year-end report for 2019, I noticed a number of transactions and entire categories were missing from the report. I checked the customization to confirm that all accounts and categories were included in the report. Any suggestions?

Best Answer


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Which standard report is this based on?
    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭

    More details, please.
    Do you use Quicken Mac or Quicken for Windows? US or Canadian version?
    What version, edition level and release of Quicken are you using?  Click Help / About Quicken (Mac: Quicken / About Quicken) to get this information.
    What version of Windows or Mac OS are you using?

    What report are you working with?
    Did you create a new report from scratch (from the Reports Menu) or did you reuse a Saved Report, saved in a prior version of Quicken?

    How about giving us some examples of missing data: what categories are missing? Might those categories be marked as hidden or perhaps not properly marked as taxable with tax line items?

  • leepad
    leepad Member
    Itemized Categories by Year
  • leepad
    leepad Member
    Quicken Deluxe for Windows. US version. Version R24.11. Windows 10. Itemized Categories by Year. Reused a Saved Report. Social Security category is missing for me, but my wife's category is showing up on the report.
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