Catagory Summary Report
With the latest release of 5.13.x Quicken now provides ability to cusomize catagory summary reports to include transfers. This feature is a great addtiion and improvement that nearly matches that of Qiucken 2007. However, I noticed a peculiarity with the contents of the report. The other reports that aggregate the expenditures by the categories selected within a given period of performance, report all transcations regardless of whether or not a payee is hidden in the "Payees & Rules" GUI. In the latest version of the report generator (the one with the "Advanced" menu tab) if a payee is hidden, it will not report the catagory expense even if selected under the "Catagories" menu within the report generator. This for me makes the report useless as I often hide either seldomly used or once used payees. I repeorted the issue to the tech support person but he seemed to think this was a good feature and did not think if is an issue. As I told him, the one area where "new' Quicken sorely lags Mac Quicken 2007 is in reporting. I still maintain use of the older version due to the reporting deficiency with the latest version of Quicken for Mac. I wish improving the reporting was made a priority by Quicken leadership and addressed soon, as Quicken 2007 is not functional under Mac OS Catalina.
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