Transaction Report - Selected Categories Reset to include Hidden Categories

bkinva

Anyone seeing similar behavior?

1. I create a new Banking --> Transaction Report
2. Select Date Range: Custom Dates (current calendar year in this case, 1/1/22 - 12/31/22)
3. Click Customize. Click Categories. Click Clear All [Show Hidden Categories checkbox below list of Categories was checked as well], then select the ones I want to include (2 in this case) and click Show Report
4. Subtotal by Category
5. Report looks just like how I want it. Save report and close.
6. When I re-open the saved report, it appears as saved. However, when I go to Customize and look at the list of Categories, all Hidden Categories are selected as well. If I click OK without changing anything, the transactions included within those Categories now appear in the Report.

I tried re-applying only the Categories I wanted by going through the same process of Clear All / select / save, as well as by going through the list of Categories and de-selecting all the Hidden ones and re-saving, but I saw the same behavior when I re-opened the Saved Report in each case.

And in doing some more testing it appears I don't even need to Save it. Just creating the report and going back to the Customize --> Categories list will cause Hidden Categories to be auto-selected/added to the list.

Running R45.13

Quicken Jared

bkinva said:

Anyone seeing similar behavior?

1. I create a new Banking --> Transaction Report
2. Select Date Range: Custom Dates (current calendar year in this case, 1/1/22 - 12/31/22)
3. Click Customize. Click Categories. Click Clear All [Show Hidden Categories checkbox below list of Categories was checked as well], then select the ones I want to include (2 in this case) and click Show Report
4. Subtotal by Category
5. Report looks just like how I want it. Save report and close.
6. When I re-open the saved report, it appears as saved. However, when I go to Customize and look at the list of Categories, all Hidden Categories are selected as well. If I click OK without changing anything, the transactions included within those Categories now appear in the Report.

I tried re-applying only the Categories I wanted by going through the same process of Clear All / select / save, as well as by going through the list of Categories and de-selecting all the Hidden ones and re-saving, but I saw the same behavior when I re-opened the Saved Report in each case.

And in doing some more testing it appears I don't even need to Save it. Just creating the report and going back to the Customize --> Categories list will cause Hidden Categories to be auto-selected/added to the list.

Running R45.13

Hello @bkinva,  

Thank you for letting us know about this problem with Hidden Categories appearing inappropriately in Reports. I do apologize you are being affected by this issue. 

If you haven't already, I recommend saving a backup by navigating to File > Copy or Backup File... in the upper menu at the top of the screen, then proceeding through the instructions provided below:

1. Navigate to File
2. Select Validate and Repair File...
3. Select Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists. 

If you are still noticing difficulties after you have attempted those recommendations, you may try the following: 

1. • Navigate to File
2. • Hold CTRL + Shift and click Validate and Repair File...
3. • Select Super Validate File
4. • Click OK
5. • Close the Data Log
6. • Close Quicken (leave it closed for at least 5 secs)
7. • Reopen Quicken and see if the issue persists.

Let us know about your results, if you get the chance to check back in with us. 

Thank you,

Quicken Jared