Categories not showing sub-categories correctly
Andrew Z
Member ✭✭
When looking at a sub-category with a parent category in the main category view, it does not show the parent category correctly. When I try to edit the category to add the parent category, it no longer shows the parent in the list to add.
I have run Validate file and Super Validate file and it was no help. I got the errors below, but was not able to move the categories into the correct groups either.
A picture of the issue is enclosed.
Andrew
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[Tue Feb 14 13:20:27 2023]
File: "C:\Users\abzif\Documents\Live Files\Quicken\Ziffer 20221010"
QDF:
Validating your data.
Quicken repaired ACCT_13821 account. No action required.
QEL:
No read errors.
QEL:
All internal consistency checks passed.
[Tue Feb 14 13:22:27 2023]
Maximum security reference: 1326, number of securities: 1326.
Invalid category type corrected
Category "Expenses:Mortgage:Escrow" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Mortgage:Principle" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Other:Bus Dev:X" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Partner Income & Expense" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Payroll" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Payroll:Tax" re-assigned from "Business Expenses" category group to "Rental Property Expenses" category group.
Category "Expenses:Payroll:ZZZZZ" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Purchase" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Renovation" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Supplies:Office:X" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Supplies:X" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
[Tue Feb 14 13:23:02 2023]
Rebuilt investing lots.
Analyzing securities.
Number of old style Buy/Cash/Transfer investment transactions updated: 570/0/0
No out-of-range security references found.
Validation has completed.
----------
**********I ran validate again and got below errors:
----------
[Tue Feb 14 13:27:29 2023]
File: "C:\Users\abzif\Documents\Live Files\Quicken\Ziffer 20221010"
QDF:
Validating your data.
Repaired your data file by removing a damaged category. Please check your category list for missing categories by going to Tools>Category List.
QEL:
No read errors.
QEL:
All internal consistency checks passed.
[Tue Feb 14 13:29:06 2023]
---
Corrected 7 Bought or Shares Added transactions that were incorrectly categorized as a realized gain.
If any of these should have been for a Cover Short Sale, you should modify them. Listed:
Date Type Account Security Amount
---------- ----------------------------------- ----------------------------------- ----------------------------------- ---------------
1 5/8/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
2 5/17/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
3 6/5/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
4 6/24/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
5 7/9/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
6 6/1/2010 Bought Ameriprise IRA - AZ FID ADV STRAT INCOME - A FIDELITY ADVISOR FUNDS -$297.64
7 3/20/2017 Bought Fidelity - AZ SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 -$20,914.02
---
Maximum security reference: 1326, number of securities: 1326.
Analyzing securities.
Number of old style Buy/Cash/Transfer investment transactions updated: 472/0/0
No out-of-range security references found.
Validation has completed.
I have run Validate file and Super Validate file and it was no help. I got the errors below, but was not able to move the categories into the correct groups either.
A picture of the issue is enclosed.
Andrew
----------
[Tue Feb 14 13:20:27 2023]
File: "C:\Users\abzif\Documents\Live Files\Quicken\Ziffer 20221010"
QDF:
Validating your data.
Quicken repaired ACCT_13821 account. No action required.
QEL:
No read errors.
QEL:
All internal consistency checks passed.
[Tue Feb 14 13:22:27 2023]
Maximum security reference: 1326, number of securities: 1326.
Invalid category type corrected
Category "Expenses:Mortgage:Escrow" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Mortgage:Principle" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Other:Bus Dev:X" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Partner Income & Expense" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Payroll" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Payroll:Tax" re-assigned from "Business Expenses" category group to "Rental Property Expenses" category group.
Category "Expenses:Payroll:ZZZZZ" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Purchase" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Renovation" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Supplies:Office:X" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
Category "Expenses:Supplies:X" re-assigned from "Business Expenses" category group to "Personal Expenses" category group.
[Tue Feb 14 13:23:02 2023]
Rebuilt investing lots.
Analyzing securities.
Number of old style Buy/Cash/Transfer investment transactions updated: 570/0/0
No out-of-range security references found.
Validation has completed.
----------
**********I ran validate again and got below errors:
----------
[Tue Feb 14 13:27:29 2023]
File: "C:\Users\abzif\Documents\Live Files\Quicken\Ziffer 20221010"
QDF:
Validating your data.
Repaired your data file by removing a damaged category. Please check your category list for missing categories by going to Tools>Category List.
QEL:
No read errors.
QEL:
All internal consistency checks passed.
[Tue Feb 14 13:29:06 2023]
---
Corrected 7 Bought or Shares Added transactions that were incorrectly categorized as a realized gain.
If any of these should have been for a Cover Short Sale, you should modify them. Listed:
Date Type Account Security Amount
---------- ----------------------------------- ----------------------------------- ----------------------------------- ---------------
1 5/8/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
2 5/17/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
3 6/5/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
4 6/24/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
5 7/9/2002 Bought S1 401K S1 Corporation (Restricted) -$166.90
6 6/1/2010 Bought Ameriprise IRA - AZ FID ADV STRAT INCOME - A FIDELITY ADVISOR FUNDS -$297.64
7 3/20/2017 Bought Fidelity - AZ SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 -$20,914.02
---
Maximum security reference: 1326, number of securities: 1326.
Analyzing securities.
Number of old style Buy/Cash/Transfer investment transactions updated: 472/0/0
No out-of-range security references found.
Validation has completed.
Tagged:
0
Best Answer
-
There have been a number of discussions about that issue recently, here are a few of them;
https://community.quicken.com/discussion/7928260/expense-categories-only-offer-income-categories-to-be-selected-when-try-to-make-the-subcategories#latest
https://community.quicken.com/discussion/7929478/cant-create-subcategories#latest
https://community.quicken.com/discussion/7927661/subcategory-list-showing-a-limited-view-to-select-from#latest
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0
Answers
-
There have been a number of discussions about that issue recently, here are a few of them;
https://community.quicken.com/discussion/7928260/expense-categories-only-offer-income-categories-to-be-selected-when-try-to-make-the-subcategories#latest
https://community.quicken.com/discussion/7929478/cant-create-subcategories#latest
https://community.quicken.com/discussion/7927661/subcategory-list-showing-a-limited-view-to-select-from#latest
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
> @mshiggins said:
> There have been a number of discussions about that issue recently, here are a few of them;
>
> https://community.quicken.com/discussion/7928260/expense-categories-only-offer-income-categories-to-be-selected-when-try-to-make-the-subcategories#latest
>
> https://community.quicken.com/discussion/7929478/cant-create-subcategories#latest
>
> https://community.quicken.com/discussion/7927661/subcategory-list-showing-a-limited-view-to-select-from#latest
Thanks @mshiggins.
It looks like a bug - hopefully fixed soon.0
This discussion has been closed.