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Current vs Average Category Report - total is incorrect

Keith Davis

This report is broken. About half of the totals displayed do not match the totals if you click the category and drill down.

When I click on Shopping to drill down, the total for the current month is different:

I've verified that this second number is correct the first one, in the average report, is incorrect. Almost all of the categories do the same thing, but a couple of them are correct (or close to it).

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Comments

Jim_Harman

I ran this report and checked several Categories but I do not see any discrepancies in my data.

Is there any pattern to the Categories that don't match - they are used in split transactions, subcategories or there are credits along with the expenses or something?

Keith Davis

Whelp, I did not realize the category I was in. I do use H&B, so I guess that's fine. I have not determined a pattern, but I'll look more closely.

Jim_Harman

No problem, I have requested that a Moderator move this discussion to the Windows Reports category.

UKR

@Keith Davis ,
are you reusing saved customized reports, created in a prior version / release of Quicken?
There have been occasional reports about saved reports not working correctly.

Please try setting up a new report from scratch, from the Reports Menu or Reports & Graphs Center, and re-customize it to your needs. Does this newly customized report work any better?

Keith Davis

I'm not sure. I'll try recreating it.

Keith Davis

That seems to have fixed it. Thanks.