itemized category reports - Cannot customize date range.

KBcallahan
KBcallahan Member
edited May 2023 in Reports (Windows)

I am a 30 year user and all of the sudden I cannot customize the date range on itemized category reports. I can only runthe default YTD. Anyone else have the same problem or is it my soley my installation. Solutions also welcome :-)

Answers

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭

    It's you. Is it an old saved report? If so, it might remedy the situation to re-create the report from scratch, starting with Quicken's built-in report.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • KBcallahan
    KBcallahan Member

    Thanks Rocky, cetainly I tried that. Starting fresh. I also tried opening a 8 month old backup file and the same problem. Seems I can run any range I want from 1980 to July 19, 2022, but not to July 20, 2022. currently investigating transaction around that date. and yes I can run 1/1/23 -present.

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭

    I'm not sure I'm following.
    Is the issue you can choose any date range you want and some chosen date ranges will not produce a report?
    Or is the issue you cannot choose some date ranges using custom dates?
    Something else?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • KBcallahan
    KBcallahan Member

    Yes,

    the issue is I … [Is the issue you] can choose any date range you want and some chosen date ranges will not produce a report?

    I cannot run reports that include cetain dates in July 2022 - quicken does not generate them. I have yet to narrow it down to a specific date although it looks to be July 19-25, 2022.

  • UKR
    UKR SuperUser ✭✭✭✭✭

    If you haven't done so already, please do the following actions:
    • Even if you are on the latest software level already, download and install the latest Mondo Patch file from https://www.quicken.com/support/update-and-mondo-patch-20182019-release-quicken-windows-subscription-product to ensure your Quicken software is up to date and correctly installed.
    • Reboot Windows.
    • Validate and Supervalidate your Quicken data file.
    • If nothing helps, try to restore your Quicken data file from an Automatic or Manual backup taken just prior to the problems first occurring. https://www.quicken.com/support/how-backup-or-restore-your-quicken-data
     
    Validate and Supervalidate instructions

    First save a backup file prior to performing these steps
    Validate: 
    • Click File
    • Select Validate and Repair File...
    • Select Validate File
    • If the data file contains investment accounts also select "Rebuild investing lots". If you suspect that a damaged Quotes Price History causes your problems, also select "Correct investing price history" functions "Delete" or "Repair and Rebuild".
    • Click OK
    • Close the Data Log
    • Close Quicken (leave it closed for about 30 secs)
    • Reopen Quicken and see if the issue persists.
    Super Validate:
    • Click File
    • Press and hold both CTRL and Shift keys while you click Validate and Repair File...
    • Select Supervalidate File
    • Click OK
    • Close the Data Log
    • Close Quicken (leave it closed for about 30 secs)
    • Reopen Quicken and see if the issue persists.

  • KBcallahan
    KBcallahan Member

    This worked, MANY THANKS!!

    Must have been the super Validate, as everything else had been attempted previously!

  • JWClevenger
    JWClevenger Member ✭✭

    I am trying to re-create a report I ran this morning. That is I think another issue. But while trying to get a report that was missing one dated entry, I found that the Payee name had the memo attached so it was different.

    Payee name: KY Amer Water

    Payee name: KY Amer WaterBudger settlement pmt

This discussion has been closed.