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Not exactly an idea but rather point out a flaw in the Itemized Payees report

Currently this report fails to include any transaction with "split" items, thus rendering useless since it will not be accurate.
I actually managed to show this problem to one of the support folks last week as I shared my screen with him and we went through the process of configuring the proper options to compare the results with an Itemized Tags report where the results should have been the same.
I actually managed to show this problem to one of the support folks last week as I shared my screen with him and we went through the process of configuring the proper options to compare the results with an Itemized Tags report where the results should have been the same.
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If the first category of the split is not included in the category selections, the entire transaction is excluded from the report.
Does this match what you are seeing?
It seems to me that this is an error. I would expect that if any of the categories of the split are included in the report's category selection, the total of the selected categories should show in the report.
For example if I have ATM withdrawals and I have split the transactions between my Cash category and Bank Fees with Bank fees as the second category in the split, if I just have the Cash category selected for the report, it should show the cash amount, not the total transaction amount. If I just have the Bank fees category selected, it should show the bank fees, not nothing.
[edit] I can see however that this might cause confusion if you "drill down" in the report to see the individual transactions. The transactions should probably show all the split categories, not just the ones that are selected in the main report. This would make This would make the total of the transactions not equal the total in the main report.
When I then run the "Itemized Payees" report while filtering on the one particular tag that I am interested in, the report displayed does not match the "Itemized Tags" report at all.
Having developed software myself for many years, I cannot quite understand why this has taken so long to fix as from my standpoint it should be a simple modification to the existing query to make sure all split items are included in the requested report.
- Before a problem can be fixed the develop team has to know about it. From your post "best case" they would have known about it last week after you reported it. I said "best case" because sometimes problems don't get submitted as problems for whatever reason.
- The development team has to decide that they want someone to work on this problem. It is certainly known that they have tons of requests for features and problems and as such have to give things a priority, and such a problem might get a low one given that it doesn't crash Quicken or affect a lot of people.
- The problem has to be reproducible so that they can see what the problem is.
- The developer has to fix the problem.
- The problem has to be included in the next release build.
- The development team has to decide that it is either "time" for a release (which they are shooting for once a month) or there is a fix in it so important that they will release it early.
- A release has to be sent first to a "limited" number of users, and when it deemed "OK" released to the general population.
Even if your problem made it through 1 to 5, Quicken Inc doesn't release a new just for a little fix like this.Most people concentrate on #4 and forget that all the rest has to happen too.
https://www.quicken.com/support/update-and-mondo-patch-20182019-release-quicken-windows-subscription-product
As a matter of fact, I had included in one of my original posts the fact that while sharing my screen with one of the support guys for a different issue I managed to demonstrate in detail the flawed report. And I do understand that product management needs to evaluate and weigh out what merits to be fixed or not. but this should have never made it out of QA.