Why are my new categories not appearing in reports?

a1feldman

I have added and used new categories over the past year and they do not appear in my reports. Specifically, the Budget Report. For example, I replaced a leased car and am using the same checking account for both the new and old leases, but the new lease does not show in the report. I have checked all report settings to allow all accounts, categories, payees, tags, etc. I have recorded the payments from my checking account to the new lease correctly. Please help!

NotACPA

When you first produce the report, have you clicked the GEAR icon to the upper right of the report, clicked Categories and made sure that your new categories are Checked for inclusion?

a1feldman

Yes, I've gone to the extreme and even marked all as checked - categories, accounts, etc. I do have the new category checked, but doesn't show on any reports. Also, I have used this category about 6 times, so I know there are allocations to it. Thanks

Jim_Harman

You mention the Budget Report. Is that the built-in Current Budget Report or some other report?

How are you accessing the report? From the Reports button on the Budgets page, via the Reports > Spending menu, or some other way?

That report usually defaults to only including Categories that are in your current budget. Have you included the new Categories in your Budget for the year you are reporting on? If you want to see unbudgeted Categories in the report, go to the report's Advanced customization tab and make a different selection next to Categories.

Are other reports affected? If so, which ones? are they built-in reports or ones you have customized and saved?

a1feldman

This was a saved Monthly Budget Report that I have been using (I've had Quicken for probably 15-20 years). Typically, I would update this report with the new categories, as needed. But it will not load the new categories. I have tried "customizing" the report to show everything and still doesn't show.

I was able to create a new report - Income/Expense Comparison by Category, but no Budget Comparison.

Just figured it out!!! I added the new categories to the Budget, for last year. Since, the report was already looking for the new categories (as I had made that change) the report now shows what I need.

Thank you for your help.