Categories Won't Stay Unchecked in Customized Report

kleinfelter

How do I make a Category in a customized report stay the way I put it?

I run a saved report. I click the gear icon to customize the report. I un-check a bunch of income Categories. I press OK. If I click the gear icon, those Categories are checked again!

This is not the same issue as

Saved Report doesn't save the Categories used to make it — Quicken

because the Categories I un-check are not hidden Categories.

• I have tried creating a new report from scratch and the issue is present there too.
• I have tried a file validation and the issue remains.

kleinfelter

Ha! Found a work-around… You must MANUALLY select "Include only transactions with selected categories" and not just let Quicken auto-select it when you change a category.

• In my saved report, I had "Include only transactions with selected categories" selected.
• I clicked "Include transactions with any category"
• I re-selected "Include only transactions with selected categories"
• I re-did my category selection.

There's definitely a bug. Starting with a new "Itemized Categories" Spending report:

• Customize the selected categories WITHOUT first selecting "Include only transactions with selected categories".
• Quicken will auto-select "Include only transactions with selected categories" when you change your first Category.
• Press OK.
• Re-open the customize dialog and some Categories are not the way you left them.

The bug can be avoided by selecting "Include only transactions with selected categories" BEFORE you make your first change to Categories.

In fact, if you have customizations you don't want to lose, you can manually select "Include only transactions with selected categories", even when it is already selected.

kleinfelter

Ha! Found a work-around… You must MANUALLY select "Include only transactions with selected categories" and not just let Quicken auto-select it when you change a category.

• In my saved report, I had "Include only transactions with selected categories" selected.
• I clicked "Include transactions with any category"
• I re-selected "Include only transactions with selected categories"
• I re-did my category selection.

There's definitely a bug. Starting with a new "Itemized Categories" Spending report:

• Customize the selected categories WITHOUT first selecting "Include only transactions with selected categories".
• Quicken will auto-select "Include only transactions with selected categories" when you change your first Category.
• Press OK.
• Re-open the customize dialog and some Categories are not the way you left them.

The bug can be avoided by selecting "Include only transactions with selected categories" BEFORE you make your first change to Categories.

In fact, if you have customizations you don't want to lose, you can manually select "Include only transactions with selected categories", even when it is already selected.