[BUG REPORT] early access "Customize Reports" ignores the Display Currency setting

mousemambo

I use Classic Quicken for Canada. I found that the Early Access / Customized Reports setting causes Quicken to ignore the report settings Display>Currency setting and shows amounts in Canadian dollars regardless of that setting, showing converted Canadian$ values for US$ accounts.

While working with dual currency investment accounts — ones with both a Canadian dollars side and a U.S. dollars side that I have to track separately — I found that with the "Early Access" enabled for "Customized Reports" that my U.S. dollars investments show on the report with Canadian dollar values even though I specifically changed the customize reports popup with Display > Currency > U.S. dollars. The Display>Currency setting appears to be ignored. This is for a custom report I created to help me figure out amounts for my U.S. tax filings (I file for both Canadian and U.S. taxes).

When I went to Preferences>Early Access and unchecked "Customized Reports" then the problem went away.

I use these tools to prepare FBAR reports that I have to file with the IRS. I need to present values for those reports in U.S. dollars, so determining investment account values means carefully converting the C$ half to U.S. dollars and adding that value to the US$ half to get the total account value. This is already a huge hassle with several accounts, as some of you know, and discovering this Quicken bug meant I had to re-do a LOT of work.

I will note that I did not opt-in to the "Early Access" setting — it was automatically set when I did a Quicken update. So if you (the reader) think you're escaping this problem by not opting-in then I suggest you check your own Preferences > Early Access settings. ;-)

Quicken Jasmine

Hello @mousemambo,

Thank you for reaching out about this issue.

To better understand and try to replicate the issue, could you let me know:

• What specific report type were you customizing when this occurred?
• Were you working with a saved/custom report or creating a new one from scratch?
• After setting the Display > Currency to U.S. dollars, did the report preview ever reflect the correct currency before reverting, or did it always default to CAD immediately?

I’ve noted that disabling the Early Access setting resolved it for you, which is a great clue—I'll test that behavior. Once I have a bit more info on the report setup, I’ll do my best to reproduce this and escalate it if needed.

Appreciate you taking the time to report this!

Quicken Jasmine

https://community.quicken.com/discussion/7961661/bug-report-early-access-customize-reports-ignores-the-display-currency-setting

Just checkin in!