Issues with Exporting Spending by Category and itemized Categories [edited]

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Julieclare
Julieclare Member
edited March 15 in Reports (Windows)

Quicken R54.16 is the version I have

  1. In the Spending by Category report, I have selected Collapse All. When exporting to excel or clipboard, the data includes all data, as if I selected Expand All. However, if I chose PDF, it is correct. Is this a known bug? Any way to fix?
  2. In the Itemized Category report, I do not see a column that details the Category itself. When exporting to excel, there are no categories. The second column is a mix of account info, amount (where there was no account) and some blank data.

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Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited February 15
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    The Itemized Categories, Itemized Payees, and Itemized Tags reports have an odd format that lists the Category, Payee, or Tag at the top of each section but not in the detail lines. This makes it difficult to work with the exported data.

    It would certainly be nice if the report data could be exported in a simple table, without any formatting.

    I have edited the title to clarify that the issue is with exporting.

    QWin Premier subscription
  • Richard Schreyer
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    I am not experiencing that when running the report from the Reports and Graphs Menu release 54.16 early access turned on….not running it from a saved report.

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