Why do reports no longer auto-update when data changes? (Q Mac)
sscaffe
Quicken Mac Subscription Member ✭✭
Best Answer
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Don't use the report called "Category Summary" -- or any of the five other reports found under Reports > Other Reports and denoted with a gray icon. These are old reports which is on its way to being eliminated from the program. Instead, use one of the reports that use the new reports engine, such as Transactions by Category or Category Summary by Year or Month, or Create New Report > Transaction (or Summary) > Row=Category. The modern reports do update results in real-time as edits to transactions are made.
Quicken Mac Subscription • Quicken user since 19936
Answers
-
Don't use the report called "Category Summary" -- or any of the five other reports found under Reports > Other Reports and denoted with a gray icon. These are old reports which is on its way to being eliminated from the program. Instead, use one of the reports that use the new reports engine, such as Transactions by Category or Category Summary by Year or Month, or Create New Report > Transaction (or Summary) > Row=Category. The modern reports do update results in real-time as edits to transactions are made.
Quicken Mac Subscription • Quicken user since 19936 -
Thanks! That solved the problem.0
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