Report not including closed accounts

Harish88
Harish88 Member
edited August 27 in Reports (Windows)
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!

Answers

  • [Deleted User]
    edited July 26
    @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.


  • Harish88
    Harish88 Member
    Thank you! That worked.
  • Glad it worked.  It's always these little check boxes that trip you up. 
  • MSStateDawg
    MSStateDawg Member ✭✭✭✭
    Damian said:
    Glad it worked.  It's always these little check boxes that trip you up. 
    Well, that...and trying to time the market.
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