Comparison Report strangeness

Steven Latus
Steven Latus Member ✭✭✭

When I run a Comparison Report (YTD vs. prior year) of contributions by
payee, the last payee listed shows a balance in the YTD column but a
zero in the prior year column (which is correct). When I double-click on
the dollar amount shown in either column for any other payee, I get a
drill-down report showing the detail breakdown of the total amount in
that particular column. So far, so normal EXCEPT that I cannot
double-click on the total in the YTD column of that last payee to get a
breakdown.

I experimented by adding some test items in one of the registers and lo
and behold,if there is a zero in the prior year column and an amount in
the YTD column or vice versa *and* the payee comes last in the report
(even if there are two such consecutive rows at the end of the report),
none of the totals for those particular rows are double-clickable.

I then entered two transactions with a payee name that would display in
between the two end rows that had a zero total in the YTD column. One
transaction was dated in the current year and one was dated in the prior
year. Now the total in the YTD column for the last transaction in the
report was still not double-clickable, but the transaction that was now
third from the end (and showed a zero balance in the prior year column) *was* now double-clickable, apparently because it was followed by a row
where there was an amount in the prior-year column.

I cannot say with certainty that the problem is caused by the most recent release. I can only say that I've noticed it only in the past week or so.

My Quicken version is R53.16, Build 27.1.53.16 (the most current
version). My OS is 64-bit Windows 10 Pro Version 22H2 with 16 GB of RAM.

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I don't think I've ever run a Comparison report, really, other than maybe to see what a Comparison report looks like, but I ran one just now on my relatively old Version R50.14 Quicken and experienced a similar problem:

    In this case the "WSJ.com" amounts can be drilled down to the detail, but neither of the prior year restaurant amounts allow for this. So I think it's probably a problem that predates the current release. I'll post this in the SuperUser's lounge and do Help > Report a problem… You might want to also report the problem, but I wouldn't hold my breath waiting for Quicken to fix this.

  • Steven Latus
    Steven Latus Member ✭✭✭
    edited December 2023

    Thanks, Tom.

    I run a Comparison Report for contributions regularly to get a handle on which charities to give to and which ones I've already given to. It's helpful since I get so many mailings, even from organizations I've already given to for the year. This report enables me to see whom I usually give to and how much, and which solicitations can go right in the round file.

  • Steven Latus
    Steven Latus Member ✭✭✭

    I reported the problem to Quicken using Help>Report a Problem.

This discussion has been closed.