Category not selected for report but appears in the report (and perhaps all reports)

mark320

No matter what I do, I cannot cause an expense category (and all its subcategories) to not be included in reports. Deselecting the category when I customize the report does not work.

The categories displayed in the Customize report dialog do not match the Categories set up in Quicken.

First, here's the Categories. The problem here is with Tax Spouse and sub-categories:

In Customize Reports, not all subcategories are displayed:

And when the report is run, although the entire "Tax Spouse" category is deselected, it always appears, along with all the subcategories seen in the first (Categories) screenshot above.

This "Tax Spouse" category appears in every report I've checked. Even my business Profit & Loss Statement.

I have run Validate and Repair File and yet the problem remains.

bmciance

It's a bug in the new report customization dialog. You can switch back to the old one:

• Go to Edit > Preferences > Early Access
• Uncheck both options

It should fix your issue.

mark320

This is not a useful result from the Validate and Repair File process:

"QDF:
Validating your data.
Repaired your data file by removing a damaged category. Please check your category list for missing categories by going to Tools>Category List."

Without naming the category that was removed, it's difficult to find it missing.

In any case, this removal of a damaged category did not fix my problem.

mark320

Ah. I seem to have resolved my problem. It's Quicken's new reports interface. As soon as I returned to the old interface, the complete and correct list of subcategories under Tax Spouse was displayed in the Customize dialog box. And now the report correctly does not include the deselected category and subcategories.

To return to the old reporting interfaces, Edit > Preferences > Early Access > Deselect both Reports & Graphs Center and Customize Reports.

But then the old version of reports throws an error when I export an Excel file. So, two steps forward, one step back.

DoctorJon

I have been having similar interface problem; in my case I tried to select a very small number of payees for a report and a number of unselected payees still appeared. I think the underlying problem is related to a limit on the number of items that can be selected from at least some of the pick lists. I tried to create a report on a limited number of accounts and not all appeared in the account selection list. Perhaps the underlying data for the pick list was too long; or perhaps this only affects account selection and payee pick list only includes payees from selected accounts. In any case I was flummoxed becuase I didn't even know there was a new interface! Today I finally noticed a message about switching back to the old interface and the reports appear to be working.