Why do Tax Summary Reports display all categories expanded, not the way it was saved?

kayak

For about 15 years, my tax summary reports re-displayed the way they were saved; some as line items, other categories expanded out. Starting about 2 years ago, they now re-display automatically with ALL categories fully expanded. I have to collapse all, then re-expand those I want to see as such. I save them by tax year even though they are queries of all the data - primarily because the accounts appropriate to each years' taxes change over the years; ie: closing of some accounts, opening new accounts. It is easier to save for each year and then all of the changes to accounts stays put. I have tried everything including starting a report from scratch; opening up an older report that works properly then change the date range and re-save the report; etc. to no avail.

Quicken Kristina

Hello @kayak,

Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're still running into this problem. I can see you posted about this issue in 2019. Just to clarify the issue, tax summary reports always open with all categories expanded regardless of how you had it before saving the report, and this happens whether its a saved report, saved report you edited, or a brand new report that you created?

Are you using the same Quicken file that you did back in 2019, or is this behavior persisting in a newer file? Do you keep your Quicken file on your C drive or a shared network drive? Is your Quicken file synced with any cloud service such as OneDrive or Dropbox? The simplest way to see your file location, if you are in Quicken with the file open, is to click on File, and near the bottom of the list, just above where it says Exit, you will see the file paths for your 4 most recently accessed files. The file in the #1 spot is the one you are currently in (see sample image below).

Thank you.