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Quicken Classic for Windows
Reports (Windows)
My report to show all transactions based on a tag returns transactions without this tag?
Riverrunner
My saved report to track expenses of a new garage, pulls transactions that do not have the tag garage. I cannot figure out why the report is including these transactions. The attached screen shot show a section of my report that has transactions that have no tag or a different tag. Does anyone know what I need to do to get these transactions to not be included in this report?
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Tom Young
Well, I'll start with the obvious. Under the "Tag" tab of the customization screen, you've got "Garage" selected as the ONLY tag in your list of tags, and the button next to "Include only transactions with the selected tags" is checked?
This looks to be the "Itemized Payees" report and I just ran a YTD report with only one tag selected and everything that showed up had that tag, so I have no direct answer to your question. Is this possibly a saved report that you're running? Saved reports, for whatever reason, are sometimes screwed up by an update of the program. If this is a saved report you could try simply recreating it from scratch.
Riverrunner
Tom thanks for the response. Yes "Garage" is the only tagged selected in the customization screen. I did recreate the report from scratch and that did not change anything. The transactions showing up did have the tag "Garage" at one time, but I deleted the tag in the transaction. It is like the transaction has a memory that is stuck. Thinking about this, I deleted all the transactions that were showing up on the report that should have, and then recreated them. This fix the issue. Seems like a bug.
Tom Young
"This fix the issue. Seems like a bug. "
Yeah, I'm not sure about that, it sounds to me more like a possible data corruption issue. Going back to the report I mentioned above, I deleted the selected tag for one of the transactions, ran the report again, and that transaction
did not
show up in the report. Once something is "gone" in Quicken there shouldn't be any "memory" of it that screws up reports.
I'd suggest a Copy & Validate process on your data file.
q_lurker
The transactions showing up did have the tag "Garage" at one time, but I deleted the tag in the transaction.
This discussion seems to parallel your issue.
https://community.quicken.com/discussion/7923682/bug-found-in-tag-usage-when-used-in-split-transactions#latest
Riverrunner
q-lurker, thank you for the link to the other discussion. This is the same issue I believe, as all the transactions involved were split transactions and used multiple tags. I commented on the other discussion also to add my support for a fix.
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