nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Income/Expense Comparison Report sorted by Category Group does not show data correctly

JimWolfe

I'm trying to compare YTD current year vs last year. When I change the Organization to "Category Group", all of the current YTD expenses by group/category appear at the beginning of the report (with zero in the prior period column) followed by the last year YTD at the end of the current YTD expenses with zero in the current period column)., so they are not lined up together.

Find more posts tagged with

Accepted answers

All comments

Jim_Harman

What are the other settings for the report? I suspect there is an issue with your Compare to setting.

I have the settings at the top of the report set to Date Range = Year to date, Column = Month, and Compare to = Prior year period, and the report looks OK. Don't forget to use the scroll bar at the bottom of the report to see the full width.

JimWolfe

This is what I am using. Some of the categories don't show up either. The categories within income groups do match up but not the expense groups

JimWolfe

After playing with it some more, it seems that the maximum # of category groups that can be selected is 12. Instead of selecting all, if I only select 12 of the groups, the report works (kind of). I cannot get some of the investment return categories to show up though

Jim_Harman

@JimWolfe

Can you explain how you are using Category Groups so that you need more than 12? As far as I can tell most users have only defined a few if any.

JimWolfe

Why does that matter?

Jim_Harman

Why does that matter?

It matters because if the report is indeed limited to 12 Category Groups and you want your reports to have more than 12 subtotals for groupings of Categories, there may be a better way to organize your Categories than Category Groups.

Subcategories and Tags come to mind, but it would help to know more about what you are trying to accomplish before making a recommendation.

JimWolfe

I'm a very experienced user of Quicken so I'm familiar with subcategories and tags so that won't work for me. Even if I trimmed the # of groups down to less than 12, I've also discovered that not all of the transactions show up in a comparison report. If I run a normal banking summary report, the total for all of the transactions in some of the categories are correct. But, in the comparison report, the same category, with all accounts selected, don't show the same total for the same period.

JimWolfe

Another issue that I see is that in the comparison report, I don't get the standard Quicken investing return information, i.e., the categories that begin with the underscore character, to display on the report

Jim_Harman

The comparison report does not include investing accounts by default. If you customize the report to include those accounts, do you see the underscore Categories? I see them when I include the investing accounts in the report.

Also the investing Categories are hidden by default. On the Categories customization tab, make sure the Show (hidden Categories) box is checked and those Categories are included in the report.

Was one of those the issue for you?

I don't have an explanation for why your Banking Summary report does not agree with the comparison report, unless there is some discrepancy in the settings. Where you see a disagreement, you might double click on a number in both reports and see if the same transactions are selected. Please let us know what you find.

Another possibility is that the new report customization dialog is buggy. This most often shows up as unwanted Categories being included in a report. You might try going to Edit > Preferences > Early Access and un-checking the Customize Reports box to see if that makes a difference.

Does the Banking Summary report have the same limitation of a max of 12 Category Groups?

JimWolfe

What I've figured out is that when I save the report it doesn't save it with the exact same settings. In the comparison report, I select "Prior Year Period" in order to compare with the same period as the current year. When I save it, the setting reverts to Yearly. On the Accounts tab, when I select all accounts and save the report, the hidden accounts are deselected when I run the report again. I'm not sure what changed but the investment returns categories are now showing up after selecting early access.

Jim_Harman

I know you are an experienced Quicken user, but I do not see this issue.

When you open the saved report, are you sure you are opening the saved report and not the standard (built-in) report?

You cannot modify the standard reports, except for the column widths in some of them. The saved version will be the My saved reports section of the Reports and Graphs Center, which is the same as going to Reports > My saved reports and graphs. To avoid confusion, I always give a saved report a different name than the standard report it is based on.

JimWolfe

Yes I'm certain I'm opening my saved report as it was saved