Export puts a random category as total for Income and Expense

tmclaren1
tmclaren1 Quicken Windows Other Member
edited June 18 in Reports (Windows)

When I view my report it is correct and has just the words either Income or Expense at the top of the category with the Total Income or Total Expense at the bottom of the section with the correct sum. When I print it to printer or pdf it is still correct.

When I EXPORT to Excel that exact report It puts a random Categoy as the total at the TOP of the Section - the amount is correct but label is wrong. For example instead of

EXPENSES …… total expenses

it Shows at the top of that section

EXPENSES:Salary:ABCCO:Expenses … total expenses (EVERYTHING not just this category)

There IS a category Salary:ABCCO:Expenses but there should actually be no content for this year to date.

I have turned off the early access option and same still happens.

any suggestions?

Thanks!

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Sorry, but not seeing it. What BUILD of Q are you running? Do HELP, About Quicken for this info.

    INCOME

    SSA Income

    FROM E****

    FROM F****

    FROM R****

    FROM W****

    FROM D****

    FROM D****

    FROM E****

    TOTAL INCOME

    Names obliterated to protect the innocent.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • tmclaren1
    tmclaren1 Quicken Windows Other Member

    I am running on Windows 10 Home

    Quicken Classic Business and Personal Version 56.9 Build 27.1.56.9

    The report is an Income/Expense by Category with custom accounts and categories.

    Here is an example of what I get when I EXPORT to excel - don't be confused by the The word Excel:Income - that was the name of a company my husband worked for YEARS ago. That category has had nothing for over a decade. If I DESELECT the income category of Excel:Income then the next random income category is used such as TRCORP:INCOME

    The big issue is that I do not see this in the report when run in Quicken - ONLY when exported to text or excel. When I print directly from Quicken it says only INCOME and EXPENSE

    a USE THIS! Budget Income/Expense by Category - 2023

    1/1/2023 through 12/31/2023 (Cash Basis)

    Category

    random

    Excel:Income

    Int Inc

    Salary

    random

    TOTAL Excel:Income

    Equals total income

    random

    Salary:OldJob:Expenses

    Auto

    Bank Chrg

    Cash

    Charity

    Computer

    Credit Card

    Dining

    Dues

    Entertain

    Gifts

    Groceries

    Misc

    Stamps

    Uber

    Utilities

    Vacation

    random

    TOTAL [random bank name]

    equals total expenses

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