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Many items in this category are missing in the report

lalonde.md

See these two spreadsheets

Good report.png

Report incomplete.png

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Quicken_Tyka

Thank you for giving those steps a try, although I apologize we have been unable to isolate the issue.

At this time, I would recommend contacting support directly for assistance.

https://www.quicken.com/support#contact-support

Quicken Care has the ability to initiate a screen share to view the report in real-time and find the discrepancy.

I suspect the issue to be related to how the report is being filtered.

Thank you,

-Quicken Tyka

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Quicken Diana

Hello @ lalonde.md

From the screenshots you provided it looks as though there are 2 payees for this category. One is “Stationnement de Montreal” and the other is “Place Bonnaventure”. Place Bonnaventure seems to only have one transaction which is included on the report. Please click on the CUSTOMIZE option at the top left.

Under PAYEES be sure that “Stationnement de Montreal” is selected. If this payee is from a different financial account than Place Bonnaventure, please be sure that the corresponding account is also selected. Doing this should allow all of the transactions under this category to populate in the report.

Please let us know if this worked!

Thank you

- Quicken Diana

lalonde.md

Report comes from only one account
But I’d like to have all items from the category « stationnement » from All account

From one account.png

From all account.png

Quicken Diana

Hello @ lalonde.md

Select the Payee option here:

Be sure that both the payees “Stationnement de Montreal” and “Place Bonnaventure” are selected. I believe this action will populate the report with all of the transactions for the category Stationnement.

Please let me know if this works!

- Quicken Diana

lalonde.md

Hello Diana
It is still the same problem
This item has been paid with a different credit card (1459) and i'd like other line paid with credit card (7213) to be included
All these items are in the category "Stationnement"
So, selecting this category "Stationnement" should include all items
I don't see your image

Select the Payee option here:

(Image)

Select Report.png

From all account.png

lalonde.md

Hello again
Here also some transactions are missing in the category "Cotisation"
I think there ia a problem with tis version of Quicken

All transactions.png

Transactions are missing.png

jacobs

@lalonde.me You're showing only short category names in the screenshots. Could you go to Quicken Preferences and switch temporarily to Display Long Names. Is it possible that you have any other subcategory called "Stationnement" under a category other than Déponses Pierre? If not, what if you edited that main category to remove the hyphen as the leading character -- any change?

lalonde.md

Hello Jacob
Here are the long names for cargory "Stationnement"
When I select this category, I want all Accounts and all Payees to be included
All my expenses begin by - and all my incomes begin by + and are not a problem

Long name Category.png

Only one stationnement.png

Quicken_Tyka

Hello @lalonde.md

Thank you for the response and for providing additional details.

May I ask that you navigate to the report once more and choose "Customize" this time please choose "Payees."

As a test, please choose to Select Include Transactions With Any or No Payees"s the category will filter out only the payees with the selected categories.

Image: https://us.v-cdn.net/6031128/uploads/editor/rp/5pbxdhnnu83l.png

Then select "OK" and view the report once more, are the transactions still missing?

Please let us know!

-Quicken Tyka

lalonde.md

I just did what you said, and I still have only the same one transaction

I now send you another example, because for many categories, some transactions are missing - but not for all
Here is an example with the category "Cotisation"
When I use "Category summary" I receive all item (in red en black)
But with Report "Category transaction" some items are missing
May it be a problem within the Quicken program?

Category Summary.png

Category.png

Incomplete report.png

Quicken_Tyka

Hello @lalonde.md

Thank you for the response and for trying a separate report and including screenshots.

It would appear that the Category Summary report includes Income and Expense. While the Category Transaction report only includes Expense items.

To correct this, please navigate to the Category Transaction Report and go to Customize and choose Advanced.

Image: https://us.v-cdn.net/6031128/uploads/editor/s3/b1xs8zjhee30.png

Then change the Organization to "Cash Flow." That should include the Expense and Income items.

Let me know how it goes!

-Quicken Tyka

lalonde.md

Thank your for your patience
But even with Cash Flow, stlll the same items are missing
As you can see "Costco frais annuels $137.97" has a sign + and nther are -
I wonder why?

The good one.png

Cash flow.png

Incomplete report.png

Quicken_Tyka

Thank you for the response and for providing additional screenshots.

May I ask that you navigate to Customize and select "Tags" can you include a screenshot of what is included in the Tags column.

Also, as a test, can you select "Include All Transfers" and see if the report stays the same after completing those two steps?

Please let me know how it goes!

-Quicken Tyka

lalonde.md

Thank you Tyka
I hope we will find a solution because 12 of my 34 categories have a total different when I use "Create transaction report" or" Category Summary"
Category Summary is always mor complete

image.png

Tags.png

Include all transfers.png

Quicken_Tyka

Thank you for giving those steps a try, although I apologize we have been unable to isolate the issue.

At this time, I would recommend contacting support directly for assistance.

https://www.quicken.com/support#contact-support

Quicken Care has the ability to initiate a screen share to view the report in real-time and find the discrepancy.

I suspect the issue to be related to how the report is being filtered.

Thank you,

-Quicken Tyka