custom report - help needed

helshaw55

I have accounts in two banks and need reports from both. First report was fine, showing details for all categories; second report did not show all categories, despite several attempts to get complete information, using the same filters, as far as I can tell. Any advice is appreciated.

helshaw55

Thank you for following up on my question. I knew I would need to provide more details but did not know where to start. For some reason my summary report was showing only the lines I had previously tagged "rental-related." While I waited for a reply, I spent my time working and re-working the variables on a summary report and finally got the results I needed by adding a tag (rental-related) to every entry I needed to have on the report. (This was for a bank account used only for income/expenses related to a rental.) I then customized the report by choosing "all" for categories and "any, tax-related") for tags.

It was probably a clunky work-around but trial and error seemed my only option at the time. I was frustrated by the fact that the report generated for my household bank account was just fine but I could not figure out what was different in the two reports.

Thank you again for taking the time to respond.

helshaw55

1- When I set up my accounts, I added a custom tag "tax-related" so, at tax time, I could generate a report with only those entries, in order to simplify things.
2- I do not use subscription Quicken because it is taking me a long time to learn all the ins and outs of Quicken 17. I have used Quicken (on my Macs) since the 90s and do not use most of the enhancements; so every update starts me on a new learning curve.

jacobs

@helshaw55 Well, this is a case where the enhancements you don't want would have helped you.   The reporting functionality and customizability have been improved considerably since Quicken 2017. Glad you cobbled together something that works for you.