Separate accounts spending and income tab issue

jme

The tabs "spending" and "income" under separate accounts default back to non separate accounts "all banking and investments" - no drop down option to aggregate under "all separate accounts" or further drop down to choose a specific separate account. Interestingly, the transaction tab works correctly, listing all transactions in the general category of "separate accounts" as well as a specific account option dropdown.

jacobs

There is a bug which was introduced this past weekend which caused some "separate" accounts to lose their "separate" status. If that's what you're describing, then yes, this is a known issue Quicken has acknowledged and is working on. You can read about it here. 

John_in_NC

Is this Quicken for Macintosh? I am not seeing this.

If I have an individual account selected in the sidebar and click on the Income or Spending button at the top of the register, it displays the respective inflow/outflow transactions (and pie chart) for that account only. 

The only way I can see transactions from multiple accounts is if I select a higher level account grouping in the sidebar such as All Transactions, etc.

jkpro

Yes, Quicken for Mac. Still a problem.

jacobs

There is a bug which was introduced this past weekend which caused some "separate" accounts to lose their "separate" status. If that's what you're describing, then yes, this is a known issue Quicken has acknowledged and is working on. You can read about it here.