Income & expense by category report issue

Al D
Al D Quicken Windows 2016 Member ✭✭
in Reports (Windows)
I tried to create a report of income & expense by category and the totals are not accurate. It seems that the program is not picking up entries with split amounts

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    If you haven't already, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Have you verified that you've selected ALL Payees, All amounts, ALL categories, etc for inclusion in the report?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Al D
    Al D Quicken Windows 2016 Member ✭✭
    Yes to all
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    After following @Sherlock 's suggestion to ensure that your Quicken data file is in good working order and if the issue persists, please put together some evidence and show us some screen image snapshots of where you are seeing these discrepancies. In a report by Category, e.g. Itemized Categories, showing transaction detail, all Split transactions are automatically included in the correct category. A Split transaction is marked by an "S" in the report's Num (Check Number) column.
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