My 2 bank accounts are merging together when trying to run year end reports
[email protected] Member ✭
edited February 2022 in Download, Add/Update Accounts (Windows)
I have personal and business checking accounts, When I try to save a yearly report from last year I am getting combined transactions. Never had this problem before...
Hello @[email protected],
Thank you for reaching out to the Quicken Community. We apologize you are having this difficulty. For this particular instance, I would recommend further customizing the report to exclude the other unwanted account(s).
To do this first select and create the report desired, then select Customize >Accounts.
On the Accounts tab click on Selected Accounts and check the box of the accounts you wish to include then click OK.
Hope this helps. Please let us know of other questions or concerns.
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