Trying Clean Up Quicken Reports from the last 15-20 years

jimshu1

Running Quicken for Windows Subscription, Version R37.67, Build 21.1.37.67.

It has become very apparent that many things have changed in regard to Quicken's handling of reports. I'm slowly going through my 50 or so and attempting to straighten them out.

One general question. It seems like a lot of the problems are being caused by choices in the Accounts, Categories, and Payees tabs when you customize the report. The new "Include All" buttons seem to cause the problems. If you use "Selected" button and chose "All" it corrects a lot of my errors.

So, is it advisable to ignore these new "Include All" buttons?

bmciance

Frankly, I have seen the same problem and I ignore the "include all" buttons.  At least by ignoring the include all I get notified when I open the report of any new accounts, securities etc and I can choose to add them if I want.

mshiggins

I'm assuming the Include All for categories includes the transfer categories. That could definitely cause some unexpected results. 

jimshu1

> @mshiggins said:
> I'm assuming the Include All for categories includes the transfer categories. That could definitely cause some unexpected results. 

In an earlier post, I suspected the same thing. But many of my reports don't list any "transfer" categories or even choices to include/exclude transfers in the Advanced tab.

mshiggins

Transfer categories are typically listed at the end of the listed categories. Have you scrolled to the bottom of the category listing?

jimshu1

Yes, I have.