_divinc not showing in transaction reports

pjm572014

When I run a transaction report and include ALL categories, transactions with category = "_DivInc" are NOT included. This seems to be a somewhat recent change.

Tom Young

That's odd.

The investment transaction report I ran just before answering your question had that first radio button - Include transactions with any category (including uncategorized) - selected and the dividends in the Accounts showed up just fine.  You shouldn't have to take the route you described to make this work correctly.

Go to Tools > Category list and make sure all the underscored investment Categories are not hidden.  Or, are they not hidden and you're just seeing some file-specific funkiness?

Tom Young

I'm not seeing that when I run a transaction report on R34.24.  Under the Action tab of the customization window all all actions selected, including "Div"?

pjm572014

First of all, thank you for reading and responding.
Second, yes I am running R34.24
I found the problem, but it was a surprise.
There is an option on the "Transaction" report on the Categories tab to select either
<> Include transactions with any category (including uncategorized)
<> Include only transactions with selected categories
If I select the top one, it ignores "hidden categories". Instead, I have to select the bottom option, then choose "show (hidden categories)" and "Select All". If I do not do this, I do not get any transactions that have a category that begins with an _ Underscore.

Tom Young

That's odd.

The investment transaction report I ran just before answering your question had that first radio button - Include transactions with any category (including uncategorized) - selected and the dividends in the Accounts showed up just fine.  You shouldn't have to take the route you described to make this work correctly.

Go to Tools > Category list and make sure all the underscored investment Categories are not hidden.  Or, are they not hidden and you're just seeing some file-specific funkiness?

pjm572014

You are correct that they were checked as "hidden" in the category list. I have never changed that in the decades that I have used Quicken :-) I just unchecked them. I then reran the report with the top choice selected. It now shows all transactions (since no categories are hidden). Something changed in the Quicken report defaults since I built the report. This works now. Your help is greatly appreciated!

Jim_Harman

Note that the default setting for new files has the "underscore" Investment Categories hidden and the default Investment Transaction report now excludes hidden Categories. This means that a large number of investment transactions will not appear in the default report.

This issue appears to be yet another unexpected consequence of the recent changes to Account and Category selection.