Is there a secret to getting "collapse all" to actually collapse ALL?
I've never noticed this before so I don't know if it's new. I'm on QWin R53.26 (afraid to upgrade).
I run a transaction report for the last 12 months, subtotal by Payee, and select only one of my credit card accounts. Report shows, I click "Collapse all" - and SOME of the payees collapse, but not all. The payees that don't collapse are a mix of those with a single transaction, and multiple transactions.
As an alternative, I was going to NOT subtotal but SORT by payee and then export to Excel - but there's no sort option for "payee" - but there is for "description." What's the difference? And, if there's no difference, why is this field referenced two different ways? (These last questions are for any Quicken staff that may happen upon this post - I don't expect Community members/users to know the "why" answers.)
Quicken Classic Premier (Windows) R52.33
Answers
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Try taking a backup and then VALIDATING your Q data file.
The "collapse", just now, worked as expected for me.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
It's recommended that you NOT Validate except when there's an issue to be addressed. Validate can, in odd circumstances, actually cause problems. That's why you Backup first.
And the Validate results message actually reports little. There's a suggestion, somewhere around here, that the report be expanded/improved.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0