REPORTS - Spending - Itemized Categories & Spending by Category shows bad data

jimkarl

See pics. If I run either of these reports, clearing all report filters first, I still includes two lines of data that should not be present in this report (Employee Benifit Spouse & Tax Spouse. You can see from the screen shots these catagories have not been requested to be included in th report yet are still shown. Why?

Jim_Harman

Try clicking on "Switch back to old interface" at the bottom of the report customization then restarting Quicken.

Are the unwanted Categories still included in the report?

jimkarl

that works! Thanks!

jimkarl

though it has other issues like constantly constant resetting all the report'report's child data rollup/expansion vivisibilty forcing you to set it all back up again and again…

but it does at least provide the correct data which is what a report should do.

Debbie.C

I too had to "Switch back to old interface" due to reporting problems with the new interface. But now I cannot find where to switch to the new interface so that I can periodically check it to see when Quicken fixes the errors they introduced.

jimkarl

great point.

Jim_Harman

If you want to switch back to the new interface, go to Edit > Preferences > Early access and check the Customize reports box.