subcategory not showing in reports (old or new Q Mac)

Kristi Roberts

Hi, I've researched this and not found an answer. I created a new subcategory, and it's not showing in my reports. I checked the box to include the category before I made the report, and I tried running both my preferred old report, and the new Quicken report. Not there. I restarted the app, and nope. My version is Quicken Classic Deluxe 7.9.1. Here's a screenshot. Photo 1 is the category list, the sub-category I want to show up is "HSA disimbursement." Photo 2 is a classic report, Photo 3 is new report. HSA should be showing up before "insurance" but is not. Thanks in advance.

jacobs

It's not clear to me from your post: did you manually add this new sub-category to your report? New categories won't be included automatically in existing saved reports. In the report, you need to go to Edit > Categories, find the new sub-category, and check it to include it in the report.

Kristi Roberts

Yes, I did this, first thing. I said that in my post but I probably didn't make it that clear, sorry.

Kristi Roberts

I figured out the issue and no longer need help. Thanks.

RickO

Please share what the resolution was to help others who might have similar issues (and those that were attempting to help you).

Kristi Roberts

Sure. I couldn't add a category because the transaction should have been shown as a transfer.