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Existing, working Reports/Graphs Acting strange

jimshu1

I periodically have to update Reports/Graphs when new accounts or securities are added. I do this for all of them each January, I know they were correct then.

Since I just do this occasionally, I have no idea when this problem started or why. If I open any Report/Graph and click on Customize | Account tab, but don't change anything, and then click OK, the Report/Graph loses a bunch of years of data making it worthless. Understand that I'm not changing ANYTHING under Customization | Tabs.

I discovered this because I needed to add a new account. But it doesn't matter, all I have to do is click on Customize | Account tab and then OK and the Report/Graph is ruined. This doesn't occur with any other Customization tab, just the Accounts tab.

Thanks for any replies!

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Jim_Harman

Check the date range of your saved report before and after going to the Accounts tab. Does it change? That would consistent with the report "los[ing] a bunch of years of data making it worthless."

jimshu1

Thanks for the reply!

No, the dates do not change. This is happening to all of my Reports/Graphs. I start to lose data around 2010 - 2011. A lot of the reports go back to 1996, or did.

I'm not saving any of these newly corrupted reports. As long as I don't click on the Accounts tab, they are still good, but I can't update them.

Bob_L

Suggest you try picking one of the reports to test and creating a new version of it from scratch to see if that fixes it.

jimshu1

Thanks Bob,

I picked a simple report using the "Spending by Category" template to create a new report with just one category, include all dates, and all accounts. It appeared wrong with the same years missing as my previously saved report.

I believe this is a recent development. I sure hope my 30 year old database didn't get screwed from an update. I run Quicken on both a desktop and a laptop. Both show this issue. Of course they use the same database that I manually copy back and forth. I do not sync my database automatically.

jimshu1

OK, I experimented with a bunch of things. I hit upon one thing in the Accounts tab. Below are two images of how I selected accounts. There seems to be something that involved "Separate Accounts". The 1st image Account selection has the error but the 2nd image Account selection seems to generate a correct report, although I haven't saved it over the original yet.

Something changed in Quicken, as I haven't changed the way I selected accounts. I'm guessing that I need to change to All Accounts | Hidden accounts | Separate accounts?

Bob_L

Do you have some necessary accounts set as "keep separate" Then either remove that from the accounts (edit details display tab) or select for separate accounts to being used in the report.

jimshu1

Thanks Bob, yes Separate Accounts were the issue. I learned about them under Tools | Manage Hidden Accounts | Hiding Options. It makes sense now.

Thanks again for all of the replies!