Bug: Spending report is malformed

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Rocket J Squirrel
Rocket J Squirrel SuperUser ✭✭✭✭✭
edited November 2023 in Reports (Windows)

The built-in Spending by Category report is showing malformed output in QWin R52.28. This is not a new problem but it seems to be getting worse.

Here is my top-level Taxes category and all its subcategories:

But when I run the Spending by Category report, the nesting of subcategories is all wrong. Some of the subcats appear to be top-level cats. And some subsubcats appear as subcats. E.g., Taxes:FIT:Estimated is correct, but Estimated is showing at the same level as FIT.

I use Taxes:FIT for Federal Income Tax and yet there are two separate lines, one showing as a subsubcat Taxes:Other Taxes:FIT. How can this be? My data file supervalidates cleanly.

Is anyone else seeing this issue? Know of a fix? Redoing my Categories list (bleah)?

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

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Well, I don't have any three level categories in taxes, but I do have one in medical, and it is showing up correctly.

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    That doesn't look right to me, @Chris_QPW . The Other Medical:Dentist subsubcat can't be right.

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

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    If is correct, but looked strange to me too, until I looked it up. If you have subcategories, but still put the transaction in the parent category you are using "Other".

    It made me realize that I had in fact miscategorized those transactions, since normally if I have sub-categories I don't use the parent category. Here is it fixed:

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    The "Other" thing is not the tree I'm barking up. But let me show you how this report is screwing up. When I drill down on either of my 2 transactions with "FIT" in the category, I get this:

    The categories are identical in the register. But the report shows this.

    I don't believe this can be explained away. It's a bug.

    But what I really care about is the bad nesting of subcategories. Spending by Category is the simplest report to see a year's worth of spending. And it's broken.

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

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    The more I think about it, you're right, it is a bug. But like you said the nesting problem is an even bigger problem.

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    I manually created a whole new hierarchy of categories "XTaxes" mimicking my Taxes category tree, and moved all affected transactions to the new hierarchy. I hoped this would create new data in the database and the report would become correct. Nope. The report still fails to display the hierarchy with proper nesting and subtotaling. What an odd bug.

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

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