Investing Activity Report Issue

sailerph2

This particular report does not list any Interest or Dividend Income. Just zeroes are listed. This income lists correctly on all other reports so it's a minor issue. I use the built in _inv and _ div categories. Validate and repair shows no issues. Any Ideas ?

Boatnmaniac

@sailerph2 - The fact that this issue was not present in the test file you set up is a good indication that it is a data file issue and not a program issue.  But it is not proof positive.

You didn't say which revision you are running but if you are on subscription and it is less than R26.17 you might want to consider downloading and installing the Mondo Patch (https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product) to see if that fixes the issue you are seeing.

If you are running QW 2017 and your revision is less than R20.2 you can update to it with that Mondo Patch (https://www.quicken.com/support/quicken-2017-windows-release-notes-updates-and-mondo-patch).  If you want to do this you should do it quickly since support for QW 2017 ends on 4/30.

Boatnmaniac

@sailerph2 - I just pulled up this report and it shows both Interest and Dividend Income.  Maybe the settings for your report need to be adjusted?  In the Customize popup, make sure the desired date range is selected and to Select All for the Accounts through Investing Goals tabs.

One other suggestion:  Try rebooting Quicken and pull up the report, again.  Every once in a while I find that something in Quicken doesn't look right and rebooting often fixes it for me.

sailerph2

Thanks, But no luck. I even created a new dummy data file and it works ok there. Must be something in my data file causing this

Boatnmaniac

@sailerph2 - Weird.  Sorry, but since you already ran Validate and Repair and no issues were identified, I have no other suggestions.  Hopefully someone else might reply and be able to help.

Frankx

Hi @sailerph2,

Try this - it may work.  With the report open - click on the Gear Icon (top right hand side) and go to the "Investing Goals" tab - hit the "Select All" button.  The check the report again - it may fix your issue.

Let me know.

Frankx

sailerph2

Thanks for trying but did not work. I've never used this report before so I never noticed this. Very odd since interest and div show up everywhere else it should. I also restored a 6 mo old backup and it wasn't working then either

Boatnmaniac

@sailerph2 - The fact that this issue was not present in the test file you set up is a good indication that it is a data file issue and not a program issue.  But it is not proof positive.

You didn't say which revision you are running but if you are on subscription and it is less than R26.17 you might want to consider downloading and installing the Mondo Patch (https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product) to see if that fixes the issue you are seeing.

If you are running QW 2017 and your revision is less than R20.2 you can update to it with that Mondo Patch (https://www.quicken.com/support/quicken-2017-windows-release-notes-updates-and-mondo-patch).  If you want to do this you should do it quickly since support for QW 2017 ends on 4/30.