Accounts missing

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mccart
mccart Member ✭✭
edited August 2023 in Reports (Windows)

I am trying to customize a report to show my credit card spending over a period of time. When I try to to customixe the report to only show credit cards only one of my credit card accounts show and my bank accounts show under accounts. What do to get the remaining credit card accounts to show under customize?

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Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    Click the gear icon, to the upper right of the report, to select the accounts to include

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • mccart
    mccart Member ✭✭
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    That's what I did. That's where the most credit card accounts are missing.

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Are / were these credit card accounts created correctly as Account Type = Credit?
    And, if you go into Edit Account Details, Display Options tab, and look at "Account Intent": are these accounts marked as "Credit" and "Personal" or something else?

  • mccart
    mccart Member ✭✭
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    The missing one's are marked "Credit"

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Can you please capture one or more images of the parts of your Quicken window showing the issue (the Customize view you're having problems with), sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    How do I post a screenshot in the community from windows

    How do I post a screenshot in the community from a mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

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