Do others have a problem with the Standard Itemized Categories report?

805Dianne
805Dianne Quicken Windows Subscription Member
edited March 2 in Reports (Windows)

Beginning some time in December 2023 or early 2024, I found a problem when I ran the Standard Itemized Category reports. I use this standard report regularly.

The Itemized Category report is fine if I ran it without customization. However, if I wanted to look at one particular category, the report showed requested category AND the category “Tax -- Prior Year”. If I cleared all categories, the report still showed the “Tax – Prior year”. Note: I set up and have used a category “Tax – Prior Year” with two subcategories since 2000 and never had problems with the Itemized Category report until now.

Best Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    That sounds like a known problem with the new reports customization.

    Go to Edit > Preferences > Early access and un-check the Customize reports box.

    Does that fix it?

    QWin Premier subscription
  • 805Dianne
    805Dianne Quicken Windows Subscription Member
    Answer ✓

    YES, it does, which is wonderful! Thank you. Nevertheless, I was on the phone to Quicken support twice, including today (once for 1.5 hrs and once for almost 2 hrs) with no resolution.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    That sounds like a known problem with the new reports customization.

    Go to Edit > Preferences > Early access and un-check the Customize reports box.

    Does that fix it?

    QWin Premier subscription
  • 805Dianne
    805Dianne Quicken Windows Subscription Member
    Answer ✓

    YES, it does, which is wonderful! Thank you. Nevertheless, I was on the phone to Quicken support twice, including today (once for 1.5 hrs and once for almost 2 hrs) with no resolution.

  • Krebs Kontracting
    Krebs Kontracting Quicken Windows Subscription Member

    Thank you! This worked!! I also really hope they do not plan on making this part of the reports! It was so difficult doing my end-of year reports! Of all times to roll that out!! December?! Really?!!

    Glad I am not the only one that was loosing my mind with it!

This discussion has been closed.