Report not including closed accounts
Harish88
Quicken Windows Subscription Member ✭✭
Hi - I am trying to run a Bank-Transactions report for my Charitable Contributions YTD. When I run the report checking all boxes for "Accounts", I am not getting transactions from the credit card account that was closed (for fraudulent activity reasons) and replaced by a new card. Am I doing something wrong? I am a long time Quicken user and have never had this problem before. I am using Release 42.19 and Build 27.1.42.19. Thanks!
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Answers
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@Harish88 - when you go onto the "Display Options" tab in Account Details for the closed CC, is "Keep this account separate" check marked? If so, I think you would need to just uncheck it so the account would show in your reports.
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Thank you! That worked.0
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Glad it worked. It's always these little check boxes that trip you up.0
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Damian said:Glad it worked. It's always these little check boxes that trip you up.
Quicken user since 1991
VP, Ops & Tech in the biometric space
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