Why is my category summary report not adding correctly?

lawoodrow
Member ✭
Very simple math but the numbers are wrong, and this is not an isolated event. For example, this month we have two items under gifts $229.00 and $955.19. Added together it should equal $1184.19. But the report adds these two numbers and gets $1202.86.
0
Best Answer
-
rosenh said:I just updated my Quicken... why on EARTH would they leave a report that creates an inaccurate report???
I assumed they would remove the old report from the program shortly thereafter, but they haven't yet -- even though the product manager has said it will happen. I suspect the issue is that they have to write code to convert people's old category summary reports to the new summary or transaction report, and that that's complicated enough that they haven't tackled it yet. And they may or may not be aware of the extent of the problem with the old report. I agree that they should disable the creation of new reports, or insert a warning to users to carefully check the data in their report. Best will be when they remove the old report from the program entirely.Quicken Mac Subscription • Quicken user since 19931
Answers
-
It appears you're using the Category Summary report from the Other Reports group. This report is an older deprecated report that has since been replaced by newer reports that utilize the new reporting engine under the hood. Category Summary is only included in the program for legacy continuity, but is known to have inaccuracies and errors.
The solution is to change to using the Transactions By Category report which will give you the same information but be more flexible in its display options and most importantly, be accurate.Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
I just updated my Quicken... why on EARTH would they leave a report that creates an inaccurate report???0
-
rosenh said:I just updated my Quicken... why on EARTH would they leave a report that creates an inaccurate report???
I assumed they would remove the old report from the program shortly thereafter, but they haven't yet -- even though the product manager has said it will happen. I suspect the issue is that they have to write code to convert people's old category summary reports to the new summary or transaction report, and that that's complicated enough that they haven't tackled it yet. And they may or may not be aware of the extent of the problem with the old report. I agree that they should disable the creation of new reports, or insert a warning to users to carefully check the data in their report. Best will be when they remove the old report from the program entirely.Quicken Mac Subscription • Quicken user since 19931 -
I'm having the same issue with both reports I add them up in both the Category Summary and Transactions by Category and they both don't total accurately.0
-
Siborg81 said:I'm having the same issue with both reports I add them up in both the Category Summary and Transactions by Category and they both don't total accurately.Quicken Mac Subscription; Quicken Mac user since the early 90s0
This discussion has been closed.