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Transactions With Tags showing up / not showing up Randomly

Gadi@

I've come across a weird issue with several custom reports that were created probably two years ago. I'm using Classic/Windows/R61.21. Someone reported a similar issue 5 years ago, thus I reuse part of the title of that issue.

I have several reports that were [most likely] originated from a Register Report. In each one of them, I removed columns of no relevance. No filtering is made, except for the specific account (i.e., Visa 1, Discover 2, etc.). They all have a default date set to "Month to Date."

And here comes the weird issue: I recently introduced a new tag. Although there's no tag filtering, SOME reports don't display transactions with this new tag. And here's the kicker - if I invoke the report from the Reports & Graphs Center, they work properly! If I remove the tag, the transactions will display even if I invoke the reports from the Reports pull-down menu.

I've tried to replicate the issue by creating a new Quicken file, creating a custom report, saving it, and created several new tags afterwards, but the issue didn't surface. I reported this to Quicken, but go a lame response that custom reports could get corrupt after new Quicken releases and that I should recreate from scratch each and every report. Any better ideas?

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Comments

Jim_Harman

I would not call it corruption, but sometimes due to internal changes to the structure of Quicken, old saved reports do not work the same way they did when originally saved.

Also when you save a report, you have options on what it should do if there are new accounts, securities, Categories, or Tags since the report was saved. Depending on what option you chose when you saved the report, you may or may not be warned about changes. There have been some changes in this area, and there may still be issues with how this is handled for reports that were save a long time ago.

Gadi@

So how often should one rewrite the saved reports, given that they're unreliable?

Jim_Harman

It would be a good idea to check the settings before running a saved report, to make sure the date range, accounts, Categories, etc. are what you expected. This is especially important if you have added accounts, categories, or Tags since the report was saved.

There have been issues, for example, where "to date" was interpreted as "to the date the report was saved" or, perhaps as in your case, "all tags" meant "all tags as of when the report was saved".

Gadi@

This issue has nothing to do with the settings/filters. I get the correct results when I run the very same report from the Reports & Graphs Center. If I run it from the Reports pull-down menu, the results are incorrect. - same settings & date range.