Transactions and categories missing from year-end report.

leepad

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?

UKR

leepad said:

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.

Go back into this saved report. There should be a "Reset Columns" button in the Customize dialog, Display tab. Click it and see if that fixes the issue.

If it does, re-save the report, replacing the old saved copy.

If it doesn't, try creating a new Itemized Categories report from scratch.

Do make sure that none of the Categories that are missing in the report are marked as "hidden".

Jim_Harman

Which standard report is this based on?

UKR

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

Itemized Categories by Year

leepad

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.

UKR

leepad said:

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.

Go back into this saved report. There should be a "Reset Columns" button in the Customize dialog, Display tab. Click it and see if that fixes the issue.

If it does, re-save the report, replacing the old saved copy.

If it doesn't, try creating a new Itemized Categories report from scratch.

Do make sure that none of the Categories that are missing in the report are marked as "hidden".