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Category report doesn't add up

I created a YTD category report, and the amount next to the Expense line, which I interpret as the total expenses is not equal to the sum of the expenses in the individual categories. The total shows about 25% more spending than the sum of the categories.

I've tried this with the Category Summary Year to Date report, and I also tried creating my own report. The results were the same.

Best Answer


  • Quicken AnjaQuicken Anja Moderator mod
    Hello @Stu Janis,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    First, could you please provide which version of Quicken you currently have running?
    • Quicken > About Quicken
    Also, when did you first notice this issue started happening? Was it working as expected before?

    Please, check back and let us know!
    -Quicken Anja
  • Stu JanisStu Janis Member ✭✭
    I'm running 5.18.2, and I discovered the problem yesterday when I exported a report to Excel. I had selected all the cells with the individual category $ and saw that the number Excel listed in its bottom margin as the total was different than the number next to Expenses in the report itself. I double-checked that the category $ numbers were the same in the report as in the Excel spreadsheet.

    While I've been generating similar reports for a long time, I hadn't done any validation of them, so I don't know if the discrepancy is a new development or has been there for a while.
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