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Items in checked subcategories missing in saved report but not fresh one

FlaSheridn
Member ✭✭
I have a saved report for items in categories relevant to my tax returns. This year I noticed that an item I remembered was missing; it was in a subcategory, but the report only showed items in top-level categories. A new customized Itemized Categories report turned up the missing item.
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Answers
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Sometimes reports saved in prior versions of Quicken do not function properly after conversion to a new version.Generally I recommend recreating the report from scratch, customizing it as needed and then save the report, replacing the old saved report item.Since you're talking about categories needed for your tax returns:
Is the category properly defined as a taxable category, with a Tax Line Item from the list? Reports like Tax Schedule, Tax Summary, etc. should all pick up any category defined as taxable, no customization required (normally).0 -
Ugh, thanks; for twenty years I’ve thought I could never give up on Quicken, but each compatibility failure makes it comparatively less painful to switch.
I’m not searching by taxable status; when I bought a garbage disposal early in the millennium, I wasn’t thinking of the tax consequences.-1
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