Bank Transaction Report

Candy0215

My bank transaction report will not run. Reports-Banking-Transaction. Also, the saved transaction report (accessed by using the gear on the account screen) shows no detail for 2022, just a total. There is detail data for 2017-2021 but the detail stops at 1/1/2022. I tried to run the cash flow report for 2022 and got totals but when you click on the category here is no data detail.

Mark1104

please confirm how the 'date range' is set with each report.....did you choose a custom range that ended on 12.31.21?

Jim_Harman

Remember that "Last Year" is 1/1/21 thru 12/31/21 but "Last 12 months" is 12/2/21 thru 12/1/22.

You can set the default date range for reports at Edit > Preferences > Reports and Graphs.

Be careful to check date ranges for saved reports. They may save their date range based on when the report was saved rather than today's date. 

Candy0215

I have verified the date range. I tried 2 ways. Using the dates 1/1/2022 to 12/31/2022 as well as “this year to date”. No change. Same results. No data

Mark1104

@Candy0215 - please do me a favor and change the data range to 'earliest to date', make sure ALL the categories are checked and ALL the accounts are checked..... do you get any 2022 transactions? 

Candy0215

No - Same result. The report shows transactions from 2017 to 12/2021. Then all of 2022 is blank lines. The lines are there but blank. Then at the end I see a total for 2022.

Mark1104

suggest calling support  -