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Not tagged option in reports not working

Mary Ann Edson-Plumb

I'm on Quicken Classic Premier, release R69.53. I use tags extensively. A few times a year, I run a Banking Transaction report to identify any transactions that are missing tags. When I did so today, I got a lengthy report, however, most of the transactions in it are properly tagged. Strangely, when I run a custom report that is sorted by tag, the items that show up in Banking Transaction report as Not Tagged do get captured. So the system does perceive these transactions as tagged on some level. How can I get the Banking Transaction report to properly identify only untagged transactions?

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Sceptic

@Mary Ann Edson-Plumb - I did some testing with the tag feature, and I cannot replicate your issue.

If you have any hidden tags, ensure that "Show (hidden tags)" is checkmarked and that all tags are cleared in the selection list and only "Not Tagged" is selected.

Mary Ann Edson-Plumb

Thanks for the ideas, but I have no hidden tags. I must be doing something else wrong.

Sceptic

@Mary Ann Edson-Plumb are you running a saved report? If so, try creating a new report from scratch and see if it produces different results. Sometimes the saved reports get "wacky" and the there is no way to fix them except to delete them and create a new report.

Mary Ann Edson-Plumb

No, this isn't a saved report. It's such an easy report to run, that I never bothered to save it. Just to walk through what I do, I start with Reports>Banking>Transaction. I use custom dates which are for all of this calendar year. Then I go to accounts and select only Banking Accounts. All Categories and All Payees are included. In tags, I uncheck everything except Not Tagged. The subsequent report includes many tagged transactions. If I set the report to sort by tags, it does have many that show no tag in the report. But when I edit those transactions almost all of them are in fact tagged. This is such an odd thing, that I'm wondering if a Validate would help.

Sceptic

@Mary Ann Edson-Plumb yes a data file validate would be a good idea. It does sometimes fix report issues. It definitely can't hurt.

Mary Ann Edson-Plumb

Unfortunately, I have no change after Validation. I guess I'll have to contact Quicken support directly.

Sceptic

@Mary Ann Edson-Plumb This is a simple thing but sometimes easily missed. If you have split transactions, make sure that "Show Splits" is selected on the Display tab.

Also, when you are on the Tag tab, click on clear all a few times before selecting "Not Tagged".

Otherwise, I would suggest contacting Quicken Support - https://www.quicken.com/support/search-opt They can work with you real-time and go through your report creation process and troubleshoot the issue.