Transaction Report - Selected Categories Reset to include Hidden Categories
bkinva
Member ✭✭✭
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
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
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Hello @bkinva,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
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:- Navigate to File
- Select Validate and Repair File...
- Select Validate File
- Click OK
- Close the Data Log
- Close Quicken (leave it closed for at least 5 secs)
- 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:
- Navigate to File
- Hold CTRL + Shift and click Validate and Repair File...
- Select Super Validate File
- Click OK
- Close the Data Log
- Close Quicken (leave it closed for at least 5 secs)
- Reopen Quicken and see if the issue persists.
Thank you,
Quicken Jared0 -
It appears I am not the only one seeing this based on the following recent posts:
https://community.quicken.com/discussion/7925233/why-are-categories-with-parentheses-in-report-selection-included-automatically-edited
https://community.quicken.com/discussion/7925410/when-i-add-a-category-to-a-report-all-the-hidden-categories-show-up-edited0
This discussion has been closed.