New categories

Last year I added two new categories and have expenses for both. They both show up in the list of categories and in the category spending report, but they do not show up in the YE financial statement or in the budget report. How can I get them into those reports?

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You probably need to click on the gear at the top right of the affected reports and add the new categories to the reports.
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  • purdue69
    purdue69 Member ✭✭
    Did that before I logged on. They still don't show up. I also tried making a new category and moving the expenditure to them. That one didn't show up either.
  • Quicken Anja
    Quicken Anja Moderator mod
    edited January 11
    Hello @purdue69,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this and for not having received a follow-up response yet.

    First, could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    If you haven't already, I suggest you create a copy of your data file in an attempt to rebuild all of the internal lists and database tables. Then, try to Validate your data file in the copied file by following the steps below. However, I do recommend that you also Save a backup of your data file first before trying these steps. Just to make sure you can restore your current data in case anything goes wrong. 
    1. Navigate to the File menu
    2. Select File Operations
    3. Copy...
    4. Leave the presets as is and click OK
    5. Wait for the copy procedure to complete
    6. Select New Copy and click OK                                                                              
    7. Once the newly copied file opens, navigate back to the File menu
    8. Select File Operations
    9. Validate and Repair...
    10. Select Validate file
    11. Click OK
    12. Close the Data Log
    13. Close Quicken (leave it closed for at least 5 secs)
    14. Reopen Quicken and see if the issue persists.
    You can also try to Super validate the copied file by holding down the Ctrl + Shift keys on your keyboard while selecting Validate and Repair... (step 9) which will give you the option to Super validate file instead of Validate file.

    If this does not resolve the issue, you can either switch back to your original file or restore the backup you saved prior to performing the above troubleshooting instructions (both the original and backup files should remain unaffected by the steps performed in the copied file).

    Follow the steps below to switch back to your original file
    :
    1. Click the File menu.
    2. Look near the bottom of the options list.
    3. Select the data file you want to open. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

    Let us know how it goes!

    -Quicken Anja
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    If they are business categories you might need to assign them to a schedule C tax item line.
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