Itemized Reports Do Not Refresh - USELESS and FRUSTRATING
I have a report for transactions in a category. The default is time is set as Year to Date. In the past, I simply changed the date range and got a new updated report. For example, I change it to Last Year to produce the same report for last year. It took me four tries to finally get a report for last year as it did not refresh and I had to start over with new report. However, I discovered I had a new credit card account that was not included in the report. When I tried to customize last year's report by adding in the credit card account, everything reset to the defaults and I was back to square one. In summary, the customization that I used to do in matter of seconds to producer the report I want does not work anymore. What is going on with Quicken reports? I used to brag about how great it was for customizing to what you need. Now, I think it is worse than useless. It leads to big mistakes by leading you to believe you have it customized and it is not. Missing transactions, wrong dates, etc.
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