Why are reports (sub)totals not matching underlying transactions

LeaningTower
LeaningTower Quicken Windows Subscription Member ✭✭
edited March 2024 in Reports (Windows)

While creating new reports, I discovered that in some existing reports (specifically, Spending by Category) the sub-totals for some categories are wrong. For example, Subscriptions says the total for the year was $70, but when I click on the amount to see a detailed report on individual transactions, the total for the category is actually $105.

What's up with this? Very frustrating when I can't rely on the accuracy of the reports. (Fortunately, I've only found discrepancies on small amounts…. So far)

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Go to Edit > Preferences > Early Access. I either of the boxes is checked, uncheck them and click on OK. Did this resolve the issue for you?

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    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

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