Bug: New category summary report won't list transactions for a tag
John Keating
Member ✭✭
I create a brand new checking account, then add one or more transactions with the tag "18th" (without the quotes). When I generate a category summary report and set rows to display tags, the correct total appears for that tag. But when I click on the balance to open a detail window, no transactions appear.
I first discovered this error in an account with lots of custom tags. When I click on the balance detail for that same tag, it actually displays the detail for a completely different tag ("Ontario"). I assume these problems are related since they're so similar.
This problem has existed for at least the last several Quicken versions.
Version 5.14.3 (Build 514.31897.100)
macOS 10.15.3
I first discovered this error in an account with lots of custom tags. When I click on the balance detail for that same tag, it actually displays the detail for a completely different tag ("Ontario"). I assume these problems are related since they're so similar.
This problem has existed for at least the last several Quicken versions.
Version 5.14.3 (Build 514.31897.100)
macOS 10.15.3
0
Best Answer
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@John Keating I was able to take time this morning to test what you're reporting, and I can replicate the bug you describe. But it's a very, very oddly specific bug: it only occurs when the first character of a tag is a number! If you edit your tag to be "A18th" or "•18th" or "*18th", the drill-down report shows the transactions; only if the tag begins with a number does it fail to show transactions. (By the way, I did not create a new account; I just created two dummy transactions in one of my existing accounts for this testing.)
So yes, it's a bug. I'll report it via Report a Problem, as should you. Meanwhile, there's a very easy work-around: just rename any of your tags (Window > Tags) that begin with numbers to some alpha character like * or • and all the tagged transactions will update to the edited tag name, and the report will work.Quicken Mac Subscription • Quicken user since 19935
Answers
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Are you using the actual report on the menu called "Category Summary"? If so, don't. It's one of the old reports that were developed for the predecessor Quicken Essential program a decade ago, and it has some known bugs that cause some data to be omitted. The developers will sometime soon remove this old Category Summary report from the program -- but don't wait for them. Instead, use the Create Transactions Report or Create Summary Report menu options to build your report.
Quicken Mac Subscription • Quicken user since 19930 -
Hi jacobs - I'm using the newest report, accessed by Create Summary Report menu item. I can easily reproduce this problem using the steps I mentioned above: 1) creating an empty dummy checking account, 2) adding one or more transactions with the tag "18th", 3) generating a new Create Summary Report showing rows as tags, then clicking on the total for that tag to open a detail window. It should list my transactions but will be empty instead.0
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@John Keating I was able to take time this morning to test what you're reporting, and I can replicate the bug you describe. But it's a very, very oddly specific bug: it only occurs when the first character of a tag is a number! If you edit your tag to be "A18th" or "•18th" or "*18th", the drill-down report shows the transactions; only if the tag begins with a number does it fail to show transactions. (By the way, I did not create a new account; I just created two dummy transactions in one of my existing accounts for this testing.)
So yes, it's a bug. I'll report it via Report a Problem, as should you. Meanwhile, there's a very easy work-around: just rename any of your tags (Window > Tags) that begin with numbers to some alpha character like * or • and all the tagged transactions will update to the edited tag name, and the report will work.Quicken Mac Subscription • Quicken user since 19935 -
@jacobs Thanks jacob - I expected it had to do with the numeric digits so glad to see you were able to repro. I just wanted Quicken to be aware of the problem as it probably also affects other tag-related searches too. I forgot that Quicken has the built-in bug reporter so I'll file a report on it as well.
It's interesting because in my Quicken account, the drill-down will actually display transactions with a DIFFERENT tag than the one I'm clicking on, so it's selection algorithm is clearly confused.0
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